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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: July 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 9.70% 18.28% 11.51% 11.64% 9.96%
Large-Cap ETF 12/10/01 6.22% 15.88% 11.88% 13.03% 7.93%
Folio 30 04/05/00 2.66% 18.67% 14.24% 12.81% 7.05%
Folio 100 04/05/00 15.02% 24.56% 16.86% 20.10% 4.62%
Folio 50 04/05/00 7.03% 17.07% 13.26% 13.81% 3.99%

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