The Low Volatility folio was developed for investors seeking lower volatility in return for lower than expected market returns.
The Low Volatility folio consists of large established companies that are significantly less volatile than the overall market. The folio has the goal of achieving about half the volatility of the market, while still retaining strategic exposure to equities to boost long-term expected return.
The folio can provide an easy hedge during an economic downturn or in periods of significant volatility, with the low cost of direct stock ownership.
Last Updated: December 5, 2019
Inception Date: February 26, 2008
Date Funded: August 31, 2009*
|Year to Date||12.11%||26.73%|
|1 Year Volatility||4.59%||14.52%|
* 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.
This folio is comprised of ETFs and the number of securities may vary.
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.