The Growth ETF folio was developed for investors seeking moderately aggressive growth and volatility, through growth style investing.
The Growth ETF folio consists of ETFs that track the major MSCI growth indices.
Growth investing generally means buying companies that are believed to have superior revenue and earnings growth potential. This folio captures growth oriented companies from large-cap, mid-cap, and small-cap indexes.
Last Updated: January 22, 2018
Category: Investment Style
Inception Date: 2001-12-10 00:00:00.0
Date Funded: 2009-08-28*
|Year to Date||5.75%||6.05%|
|1 Year Volatility||8.4%||6.82%|
* 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.
(% of Folio)
|1||VBK||vanguard small-cap growth index fund||33.33%|
|2||VOT||vanguard mid-cap growth index fund||33.34%|
|3||VUG||vanguard growth index fund||33.33%|
There are generally 3 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.