The folio was developed for investors seeking long-term capital appreciation through investing in potentially undervalued companies.
The Value ETF folio consists of ETFs that track the major MSCI value indices.
Value investing refers to buying securities that are considered undervalued compared to other stocks, with the expectation of an increase in price. The Value ETF folio consists of value companies in the large-cap, mid-cap, and small-cap indexes.
Last Updated: July 17, 2019
Category: Investment Style
Inception Date: December 10, 2001
Date Funded: August 31, 2009*
|Year to Date||16.26%||20.36%|
|1 Year Volatility||13.91%||15.33%|
* 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 3 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.