The Utility folio was developed for investors seeking current income and moderate capital appreciation with lower volatility.
The Utility 5 folio consists of the 5 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 are considered defensive since earnings have historically remained relatively stable during both economic upturns and downturns. Utility companies can provide a hedge during periods of substantial volatility.
Last Updated: October 17, 2019
Inception Date: March 11, 2001
Date Funded: August 31, 2009*
|Year to Date||20.55%||21.52%|
|1 Year Volatility||13.9%||16.4%|
* 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.
There are generally 5 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.