The Retail REIT folio was developed for investors seeking long-term growth and income with higher volatility.
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: November 11, 2019
Inception Date: November 09, 2000
Date Funded: August 31, 2009*
|Year to Date||23.71%||25.52%|
|1 Year Volatility||16.7%||15.45%|
* 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 between 20 and 30 securities in the folio; however, the number 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.