The Asia folio was developed for investors seeking higher capital appreciation potential and diversification through Asian markets.
The Asia folio consists of established companies with primary business operations in the Asian region.
Because these economies, and those of other countries in the region, are generally in an earlier stage of development than more developed economies, they may provide greater long-term growth potential than developed markets.
Last Updated:
Category:
Inception Date:
Folio | S&P 500 | |
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. 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.
There are generally 30 securities in the folio.
Quarterly.
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.