The Dividend Yield folio is designed for investors seeking income and moderate capital appreciation in return for moderate volatility, in line with the S&P 500.
The Dividend Yield folio is constructed from the largest 100 companies with the highest overall dividend, adjusted for market capitalization, utilizing the principles of fundamental investment analysis.
Dividend yield is a measure of the relative value of a company’s dividend. It is calculated by dividing the firm’s dividend by the firm’s current stock price. High dividend yields may be viewed positively, as it may be an indication that the stock is undervalued.
Last Updated: October 18, 2018
Inception Date: 2008-09-22 00:00:00.0
Date Funded: 2009-08-31*
|Year to Date||-0.25%||5.15%|
|1 Year Volatility||11.89%||13.48%|
* 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 100 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.