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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 17, 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 19.96% -0.17% 11.31% 8.66% 9.34%
Large-Cap ETF 12/10/01 20.42% 8.11% 13.83% 11.06% 7.96%
Folio 30 04/05/00 14.85% 8.35% 15.52% 12.05% 7.13%
Folio 100 04/05/00 24.37% 6.78% 20.38% 15.96% 4.78%
Folio 50 04/05/00 19.82% 9.17% 14.22% 12.49% 4.27%

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