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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: August 20, 2019
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 16.08% -4.58% 9.42% 7.45% 9.09%
Large-Cap ETF 12/10/01 17.21% 3.52% 12.31% 10.04% 7.75%
Folio 30 04/05/00 11.08% 2.07% 14.03% 11.24% 6.91%
Folio 100 04/05/00 21.60% 4.84% 17.56% 14.50% 4.63%
Folio 50 04/05/00 16.03% 3.97% 12.34% 11.42% 4.08%

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