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Ready-to-Go Folios: Banks Folio

Sector/Industry Folios | All Folios

Objective

The Banks folio was developed for investors seeking aggressive growth with significant volatility.

Strategy

The Banks folio consists of the largest companies that are principally engaged in banking. Companies range from small regional banks to large international banking conglomerates.

The exposure of the folio to both domestic and international banking companies could provide added diversification but may also make the folio more volatile than if it only held banks in established economies.

Last Updated: October 16, 2020

Category: Sector/Industry
Inception Date: April 05, 2000

  Folio S&P 500
One Month -1.98% 3.02%
Three Month -1.65% 8.8%
Year to Date -32.27% 9.45%
One Year -26.14% 18.7%
Three year
(Annualized)
-10.78% 13.03%
Five Year
(Annualized)
-2.22% 13.63%
Since Inception 2.9% N/A
1 Year Volatility 43.51% 34.04%

* 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 selected securities with primary business operations in the Banking industry, as defined by Zacks Investment Research.
  2. We ranked the securities according to market capitalization and selected the 30 securities with the highest market capitalizations.
  3. We equally weighted all securities in the folio.

Number of Securities

There are generally 30 securities in the folio.

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.