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Ready-to-Go Folios: Market Index Category

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Market Index folios are constructed to follow, generally, major U.S. market indices such as the S&P 500, the NASDAQ 100, and the Dow Jones Industrial Average.

Our Market Index folios offer investors broad exposure to different U.S. equity indices to capture broad market movement. Index-based folios use similar relative weightings to their corresponding indices for the constituent securities included in the folio.

Last Updated: April 20, 2018
Past performance is no guarantee of future results.

Average Annualized Returns

Folio
Inception
Date
YTD
1 Yr
3 Yr
5 Yr
Since
Incep.
Small-Cap ETF 12/10/01 1.71% 14.15% 8.44% 12.83% 9.61%
Large-Cap ETF 12/10/01 0.54% 15.89% 10.48% 13.78% 7.69%
Folio 30 04/05/00 -0.40% 21.67% 13.45% 13.76% 6.97%
Folio 100 04/05/00 4.03% 23.35% 15.94% 19.99% 4.11%
Folio 50 04/05/00 -0.52% 14.55% 12.43% 13.89% 3.62%

Past performance is no guarantee of future results.
See how returns are calculated