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Ready-to-Go Folios: International Folio

Geographic Folios | All Folios

Objective

The International folio was developed for investors seeking long-term growth potential by investing primarily in well-established foreign companies.

Strategy

The International folio is composed of the largest established, non-U.S. companies.

This folio diversifies broadly among developed and some emerging countries. By investing in the broad international marketplace, the International folio can help reduce volatility relative to other folios that concentrate on a particular region or country.

Last Updated: October 15, 2018

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

  Folio S&P 500
One Month -5.39% -5.2%
Three Month -7.76% -1.34%
Year to Date -9.38% 4.45%
One Year -6.16% 9.83%
Three year
(Annualized)
5.66% 13.06%
Five Year
(Annualized)
5.21% 12.41%
Since Inception 3.12% N/A
1 Year Volatility 12.97% 13.26%

* 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. We identified four major regions, excluding North America: Latin America, Asia, Europe, and Africa. To determine how many stocks from each region to include, we analyzed the size of that region’s representation by market capitalization compared to the total market capitalization.
    For example, if Asia’s total market value accounted for 50% of the entire regions’ total market value, then 50% of the stocks would be chosen from Asia.
  2. Within each region, the stocks were ranked according to their total market capitalization. We then selected the number of stocks, based on highest market capitalization, for each region that corresponded to the weighting from the previous example.
  3. We equally weighted all securities in the folio.

Number of Securities

There are generally 50 securities in the folio.

Update Frequency

Quarterly.

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.