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Ready-to-Go Folios: Folio 50 Folio

Market Index Folios | All Folios

Objective

The Folio 50 was developed for investors seeking long-term capital appreciation and volatility comparable to the S&P 500.

Strategy

The Folio 50 consists of the 50 largest stocks based on market capitalization that make up the S&P 500. The S&P 500 consists of the largest 500 companies that trade on the New York Stock Exchange (NYSE) based on market capitalization.

Since the Folio 50 consists of the largest companies in the S&P 500, this folio is expected to closely track the index. These large companies generally have the stability of developed products, established performance and experienced management. With this folio you can attain the benefits of index investing without the asset-based fees and other expenses typical of mutual funds and ETFs.

Last Updated: October 18, 2018

Category: Market Index
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-31*

  Folio S&P 500
One Month -3.56% -4.55%
Three Month -0.58% -1.18%
Year to Date 6.94% 5.15%
One Year 12.26% 10.21%
Three year
(Annualized)
14.86% 13.14%
Five Year
(Annualized)
13.24% 11.95%
Since Inception 3.93% N/A
1 Year Volatility 14.99% 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.

Steps to Create This Folio

  1. The stocks in the S&P 500 were ranked according to their total stock market capitalization. We selected the 50 stocks with the highest market capitalization.
  2. Each stock’s weight is determined by its market capitalization in comparison to the total market capitalization of the folio. The higher the market capitalization, the more the stock contributes to the folio.

Number of Securities

There are generally 50 securities in the folio.

Update Frequency

Monthly.

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.