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Ready-to-Go Folios: Australia and New Zealand Folio

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Objective

The Australia and New Zealand folio was developed for investors seeking higher capital appreciation potential and diversification through Pacific Rim markets with higher volatility.

Strategy

The Australia and New Zealand folio represents the largest companies in the Pacific Rim region, excluding Japan.

Australia is rich in natural resources, is a major exporter of metals, minerals, fossil fuels, and agricultural products and is gradually transforming into a service oriented economy. New Zealand is considered to be a diverse market with an export-oriented agricultural sector.

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.

Steps to Create This Folio

  1. We ranked all Australian and New Zealand companies with U.S.-listed ADRs, as defined by Zacks Investment Research, according to their market capitalization.
  2. We incorporated the top 30 in the folio. If there were not 30 available, the complete list of stocks was added to the folio.
  3. We also added a percentage weighting to the iShares Australian ETF(EWA).
  4. We equally weighted all stocks so that they would total between 40% and 50% in the folio and weighted the ETF so it would total between 50% to 60% in the folio.

Number of Securities

There are generally less than 10 securities in this folio, although, this number can change.

Update Frequency

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.