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Ready-to-Go Folios: Utility Folio

Sector/Industry Folios | All Folios

Objective

The Utility folio was developed for investors seeking moderate capital appreciation and income with lower volatility.

Strategy

The Utility Folio consists of largest companies primarily engaged in the utility industry. Companies engaged in the utilities industry include those involved in the production, transmission or distribution of electricity, gas, telecommunications, and other related utility goods and services.

Utility companies have historically tended to be less volatile than the overall market and could provide a source of income or provide a hedge during a down market, since consumers are generally reliant on their services.

Last Updated: October 17, 2018

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

  Folio S&P 500
One Month -0.9% -2.64%
Three Month 2.04% 0.46%
Year to Date 1.92% 6.67%
One Year -0.23% 11.9%
Three year
(Annualized)
8.02% 13.68%
Five Year
(Annualized)
9.52% 12.42%
Since Inception 8.42% N/A
1 Year Volatility 12.16% 13.4%

* 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 Utility Industry, as defined by Zacks Investment Research.
  2. We ranked the securities according to market capitalization and selected 30 securities based on fundamental criteria defined by Folio 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.