The Energy folio was developed for investors seeking long-term capital appreciation with significant volatility.
The Energy folio consists of the largest companies with principal operations in the energy industry. Companies included range from oil & gas exploration to refinery operations and production services.
The world’s energy demands have historically increased in line with global population and economic development. Despite rising energy costs, demand has generally curtailed only slightly—people have become more dependent on energy for all aspects of life. Even though new energy alternatives are being discovered and implemented, the largest energy companies are still concentrated in the oil and gas sector.
Last Updated: December 13, 2019
Inception Date: April 05, 2000
Date Funded: August 28, 2009*
|Year to Date||12.85%||28.89%|
|1 Year Volatility||18.21%||14.34%|
* 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.