The Small-Cap ETF folio was developed for investors seeking long-term capital appreciation with volatility comparable to the MSCI U.S. Small-Cap 1750 Index.
The Small-Cap ETF folio is composed of 2 ETFs designed to track the MSCI U.S. 1750 Small-Cap Value and Growth Index.
Index investing can provide investors with a convenient way to approximate the performance of a particular market segment. This folio’s equal allocation to growth and value indices yields a blend investment style. The design of this folio allows investors to cover a large breadth of small-cap securities.
Last Updated: March 1, 2021
Category: Market Index
Inception Date: December 10, 2001
|Year to Date||11.38%||4.14%|
|1 Year Volatility||40.22%||34.24%|
* 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.
There are 2 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. 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.