The Large-Cap Blend folio was designed for investors seeking long-term capital appreciation in a broadly-diversified equity portfolio, with volatility generally comparable to the overall U.S. equity market.
The Large-Cap Blend folio consists of companies that have high earnings growth potential and appear undervalued based on their price-to-book ratio as compared to the overall market. Large-cap companies are defined as having market capitalizations above $11 billion USD.
A blend investing strategy provides aspects of both value and growth investing styles, without making the difficult determination as to which style the market may favor. Blend folios are intended to be less volatile than their large-cap growth counterparts and generally offer lower risk than small- and mid-cap folios. This folio’s broad diversification makes it potentially less volatile than more concentrated large-cap blend mutual funds.
Last Updated: December 13, 2019
Category: Investment Style
Inception Date: October 26, 2000
Date Funded: August 31, 2009*
|Year to Date||28.2%||28.89%|
|1 Year Volatility||14.13%||14.34%|
* Returns reflect model performance from the Inception Date to the Date Funded, and funded performance since the Date Funded, if funded. Note that the data source for determining the composition of the folio changed on 11/30/2018, which resulted in changes to the composition of the folio, and that performance after this date may differ from the performance using the prior data source. 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 this 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.