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Ready-to-Go Folios: Technology Folio

Sector/Industry Folios | All Folios

Objective

The Technology folio was developed for investors seeking aggressive capital growth with significant volatility.

Strategy

The Technology folio consists of large companies that range from PC manufacturers and networking software providers to database providers.

With nearly limitless information available on just about any topic, businesses often use these technologies to gather, consolidate, process, and analyze data for decision making.

Last Updated: October 18, 2018

Category: Sector/Industry
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-31*

  Folio S&P 500
One Month -6.45% -4.55%
Three Month -5.98% -1.18%
Year to Date 3.53% 5.15%
One Year 7.82% 10.21%
Three year
(Annualized)
15.56% 13.14%
Five Year
(Annualized)
11.78% 11.95%
Since Inception 1.63% N/A
1 Year Volatility 16.47% 13.48%

* 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 companies with primary business operations in the Technology sector, as defined by Zacks Investment Research.
  2. We ranked the companies according to their market capitalizations and selected the top 30 stocks with the highest market capitalizations.
  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.