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Ready-to-Go Folios: Latin America Folio

Geographic Folios | All Folios

Objective

The Latin America folio was developed for investors seeking higher capital appreciation potential and diversification through Latin American markets with higher volatility.

Strategy

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: September 18, 2020

Category: Geographic
Inception Date: April 05, 2000

  Folio S&P 500
One Month 0.03% -1.92%
Three Month 5.19% 7.01%
Year to Date -37.01% 4.17%
One Year -27.72% 12.5%
Three year
(Annualized)
-13.05% 12.01%
Five Year
(Annualized)
4.27% 13.39%
Since Inception 7.53% N/A
1 Year Volatility 47.25% 33.86%

* 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.

Steps to Create This Folio

  1. We ranked all Latin American securities, as defined by Zacks Investment Research, with U.S.-listed ADRs according to their market capitalization.
  2. We selected the top 30 securities to incorporate in the folio.
  3. We equally weighted all securities in the folio.

Number of Securities

There are generally 30 securities in the folio.

Update Frequency

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.