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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: January 16, 2020
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 2.66% 21.76% 10.94% 10.03% 9.61%
Large-Cap ETF 12/10/01 3.00% 29.46% 15.82% 12.73% 8.42%
Folio 30 04/05/00 1.48% 21.03% 15.45% 12.96% 7.39%
Folio 100 04/05/00 5.03% 39.48% 22.82% 18.38% 5.52%
Folio 50 04/05/00 3.09% 29.66% 16.47% 14.30% 4.78%

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