Last Updated:
Category:
Inception Date:
| One Month |
N/A
|
0.49%
|
| Three Month |
N/A
|
10.62%
|
| Year to Date |
N/A
|
12.52%
|
| One Year |
N/A
|
40.61%
|
Three year
(Annualized) |
N/A
|
17.74%
|
Five Year
(Annualized) |
N/A
|
17.11%
|
| Since Inception |
N/A
|
N/A |
| 1 Year Volatility |
N/A
|
17.25%
|
Past performance is no guarantee of future results.
See how returns are calculated
* Returns reflect unfunded model performance from the Inception Date to the present. Note that the data sources for determining the composition of the folio changed on 11/30/2018, which resulted in changes to the composition of the folio, and that performance after this date may differ from the performance using the prior data source. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a strategy has been updated that you place orders to update your holdings. No membership or trading fees (other than the indirect cost of the bid-ask spread applicable whenever a transaction is conducted) are included in reported performance.
Note: Tickers and weights for RTG Folios are only available when logged in.
Steps to Create This Folio
- We examined buy ratings by Wall Street equity analysts for the largest 500 securities ranked by market capitalization as reported by Zacks Investment Research.
- We then selected the 30 stocks with the strongest buy rating and therefore, the lowest average score.
- We equally weighted all securities in the folio.
Number of Securities
There are generally 30 securities in this folio.
Update Frequency
Monthly.
If the characteristics of the Folio have changed substantially, the securities included may change. Also, corporate actions, such as a merger, or other events may cause changes to the securities held at any time. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a folio has been updated that you place orders to update your holdings. RTGs are updated using market data from multiple sources including Zacks Investment Research ( www.zacks.com ), International Data Corporation (IDC) ( www.idc.com ), and other suppliers.