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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 18, 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 10.11% -2.40% 15.38% 7.20% 9.08%
Large-Cap ETF 12/10/01 6.60% -2.59% 14.82% 9.91% 7.43%
Folio 30 04/05/00 5.13% -3.10% 18.27% 11.03% 6.82%
Folio 100 04/05/00 6.64% -0.38% 18.03% 14.09% 4.05%
Folio 50 04/05/00 5.75% -1.60% 15.35% 11.10% 3.70%

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