The Banks folio was developed for investors seeking aggressive growth with significant volatility.
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: March 15, 2019
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-28*
|Year to Date||14.2%||13.11%|
|1 Year Volatility||15.8%||16.2%|
* Returns reflect model performance from the Inception Date to the Date Funded, and funded performance since the Date Funded, if funded. 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.
Note: Tickers and weights for RTG Folios are only available when logged in.
There are generally 30 securities in the folio.
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.