1-888-485-3456 Free Online Demo Login
MENU

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: March 19, 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 16.86% 4.34% 13.59% 7.82% 9.37%
Large-Cap ETF 12/10/01 13.60% 6.45% 13.92% 10.93% 7.75%
Folio 30 04/05/00 9.78% 6.46% 16.04% 12.21% 7.01%
Folio 100 04/05/00 15.61% 7.59% 18.99% 15.46% 4.46%
Folio 50 04/05/00 12.89% 8.55% 14.83% 12.50% 4.02%

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