The Western Pacific Rim folio was designed for investors tolerant of higher volatility and the possible impact of foreign currency exchange-rate changes.
The Western Pacific Rim folio consists of companies that trade as ADRs, that are listed for trading in the U.S. as part of the Bank of New York Mellon ADR indices and that have business operations in the Pacific Rim, excluding the countries of China and Japan.
Last Updated: January 17, 2020
Inception Date: August 06, 2009
Date Funded: August 31, 2009*
|Year to Date||4.92%||3.14%|
|1 Year Volatility||14.62%||11.77%|
* 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.
The number of securities in the folio may vary.
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.