The Latin America folio was developed for investors seeking higher capital appreciation potential and diversification through Latin American markets with higher volatility.
The Latin America folio consists of large companies throughout Central and South America.
Latin America is considered to have strong production capabilities combined with a wealth of natural resources and affordable labor that can provide strong potential for appreciation.
Last Updated: October 18, 2018
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-31*
|Year to Date||-12.88%||5.15%|
|1 Year Volatility||23.43%||13.48%|
* 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 30 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.