The Large-Cap ETF folio was developed for investors seeking long-term capital appreciation with volatility comparable to the S&P 500.
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: April 20, 2018
Category: Market Index
Inception Date: 2001-12-10 00:00:00.0
Date Funded: 2009-08-31*
|Year to Date||0.54%||0.44%|
|1 Year Volatility||12.15%||12.13%|
* 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||VTV||vanguard value index fund||50.00%|
|2||VUG||vanguard growth index fund||50.00%|
There are generally 2 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.