Market Index Folios | All Folios
The Large-Cap ETF folio was developed for investors seeking long-term capital appreciation with volatility comparable to the market.
The Large-Cap ETF folio is composed of 2 ETFs designed to track the MSCI U.S. Prime Market 750 Value and Growth Index.
Index investing can provide investors with a convenient way to approximate the performance of a particular market segment. This folio’s equal allocation to growth and value indices yields a blend investment style. The design of this folio allows investors to cover a large breadth of large-cap securities.
Last Updated: August 6, 2020
Category: Market Index
Inception Date: December 10, 2001
Date Funded:
August 31, 2009*
| Folio | S&P 500 | |
| One Month | 5.24% | 5.45% |
| Three Month | 18.41% | 18.15% |
| Year to Date | 5.54% | 4.84% |
| One Year | 19.06% | 18.48% |
| Three year (Annualized) |
12.98% | 12.77% |
| Five Year (Annualized) |
12.25% | 12.2% |
| Since Inception | 8.3% | N/A |
| 1 Year Volatility | 33.38% | 33.77% |
Past performance is no guarantee of future results.
See how returns are calculated
* 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 2 securities in the folio.
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. 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.