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: October 16, 2020
Category: Market Index
Inception Date: December 10, 2001
| Folio | S&P 500 | |
| One Month | 3% | 3.02% |
| Three Month | 8.96% | 8.8% |
| Year to Date | 10.25% | 9.45% |
| One Year | 19.54% | 18.7% |
| Three year (Annualized) |
13.2% | 13.03% |
| Five Year (Annualized) |
13.49% | 13.63% |
| Since Inception | 8.29% | N/A |
| 1 Year Volatility | 33.41% | 34.04% |
Past performance is no guarantee of future results.
See how returns are calculated
* Returns reflect unfunded model performance from the Inception Date to the present. 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. No membership or trading fees (other than the indirect cost of the bid-ask spread applicable whenever a transaction is conducted) are included in reported performance.
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.