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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: October 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 2.31% 6.43% 11.15% 8.81% 9.36%
Large-Cap ETF 12/10/01 4.95% 10.02% 13.03% 11.79% 7.73%
Folio 30 04/05/00 4.68% 12.23% 16.64% 13.21% 7.06%
Folio 100 04/05/00 10.66% 16.52% 17.08% 16.70% 4.34%
Folio 50 04/05/00 7.13% 12.68% 14.92% 13.28% 3.94%

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