Ready-to-Go Folios: Market Index Category

Ready-to-Go Folios Main | See All Folios

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 22, 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 4.57% 20.85% 11.65% 14.02% 9.95%
Large-Cap ETF 12/10/01 6.00% 27.70% 13.43% 16.03% 8.16%
Folio 30 04/05/00 6.14% 35.36% 16.57% 16.71% 7.45%
Folio 100 04/05/00 8.11% 37.83% 18.76% 21.40% 4.39%
Folio 50 04/05/00 6.50% 28.24% 15.47% 16.53% 4.07%

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