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: January 19, 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 3.79% 20.48% 11.92% 14.01% 9.91%
Large-Cap ETF 12/10/01 5.14% 27.06% 13.94% 15.95% 8.11%
Folio 30 04/05/00 5.57% 35.27% 16.98% 16.68% 7.42%
Folio 100 04/05/00 6.90% 36.61% 19.45% 21.14% 4.33%
Folio 50 04/05/00 5.49% 27.39% 15.94% 16.35% 4.02%

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