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Ready-to-Go Folios: Retail REIT Folio

Sector/Industry Folios | All Folios

Objective

The Retail REIT folio was developed for investors seeking long-term growth and income with higher volatility.

Strategy

The Retail REIT folio consists of companies engaged in constructing shopping centers, outlet centers, small neighborhood centers, and urban retail locations.

REITs could provide investors with diversification through a more liquid way to invest in real estate and potentially receive dividends. If consumer spending grows, retail oriented construction and Retail REIT’s could benefit.

Last Updated: October 12, 2018

Category: Sector/Industry
Inception Date: 2000-11-09 00:00:00.0
Date Funded: 2009-08-31*

  Folio S&P 500
One Month -9.0% -4.07%
Three Month -8.02% -0.64%
Year to Date -7.97% 5.07%
One Year -6.07% 10.58%
Three year
(Annualized)
-1.72% 13.41%
Five Year
(Annualized)
3.05% 12.48%
Since Inception 11.58% N/A
1 Year Volatility 17.96% 13.22%

* 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.

Steps to Create This Folio

  1. We selected all companies with primary business operations in the Retail REITs industry, as defined by the National Association of Real Estate Investment Trusts (NAREIT) that were publicly listed on U.S. stock exchanges.
  2. We ranked the securities according to market capitalization and selected the top 30 securities with the highest market capitalizations. If 30 securities were not available, the complete list of securities was added to the folio.
  3. We equally weighted all securities in the folio.

Number of Securities

There are generally between 20 and 30 securities in the folio; however, the number may vary.

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.