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Ready-to-Go Folios: Sector/Industry Category

Ready-to-Go Folios Main | See All Folios

Select a specific sector or industry to increase diversification or to take a more concentrated position in anticipation of industry growth.

Our sector folios and industry folios focus on businesses that operate in particular market sectors or industries. From investing in the aerospace sector to the biotechnology sector, the range of sector folios can suit many investors’ needs.

Note: Investing in specific sectors and industries can provide high growth potential but can also bring significant volatility.

Last Updated: May 22, 2019
Past performance is no guarantee of future results.

Average Annualized Returns

Folio
Inception
Date
YTD
1 Yr
3 Yr
5 Yr
Since
Incep.
Aerospace 04/05/00 21.78% 11.08% 21.27% 15.70% 16.49%
Internet 5 03/11/01 24.89% 6.65% 24.02% 19.07% 15.42%
Residential REIT 11/09/00 19.62% 29.89% 16.13% 16.93% 14.25%
Wine Beer and Spirits 06/06/03 14.21% -4.12% 7.34% 5.02% 14.14%
Retail REIT 11/09/00 16.54% 12.51% -1.30% 3.22% 11.72%
REITs 04/05/00 17.13% 23.11% 8.85% 10.09% 11.29%
Biotechnology 04/05/00 20.61% 10.63% 12.42% 13.39% 10.64%
Consumer Staples 04/05/00 18.15% 13.96% 6.56% 7.70% 10.43%
Healthcare 04/05/00 3.61% 10.43% 9.11% 7.58% 9.57%
Industrial-Office REIT 11/09/00 20.21% 12.32% 9.53% 8.78% 8.85%
Transport 04/05/00 15.23% -0.47% 12.68% 7.24% 8.84%
Basic Materials 04/05/00 8.54% -4.87% 12.88% 4.29% 8.72%
Construction 04/05/00 17.20% -6.91% 6.97% 7.58% 8.58%
Utility 04/05/00 9.52% 15.13% 8.79% 8.94% 8.58%
Utility 5 03/11/01 13.42% 22.15% 9.04% 6.63% 7.81%
Sector ETF 12/10/01 14.21% 5.41% 10.46% 8.52% 7.75%
Consumer Staples 5 03/11/01 18.72% 20.87% 5.21% 5.61% 7.65%
Energy 04/05/00 12.10% -13.18% 6.17% -3.12% 7.54%
Multi-Sector 04/05/00 11.12% 4.28% 13.66% 8.24% 5.62%
Banks 04/05/00 8.90% -10.93% 8.84% 2.48% 4.94%
Financial 04/05/00 9.73% -6.34% 10.88% 4.89% 3.54%
Internet 04/05/00 26.16% 13.96% 26.45% 15.08% 2.43%
Technology 04/05/00 15.68% 5.23% 17.22% 11.70% 1.96%
Precious Metals 06/25/09 -1.95% -7.68% -3.92% -6.28% -0.41%
Telecomms 04/05/00 2.39% -3.79% 3.15% -0.07% -1.26%

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