The Conservative folio was designed for investors seeking an equity portfolio with some potential for long-term capital appreciation and income, with lower volatility than the overall equity market.
The Conservative folio holds equities with relatively low beta as compared to the overall U.S. equity market.
This folio is expected to achieve lower returns than the overall equity market during a bull market. However, returns will tend to be slightly better than that of the overall market during a downturn, and with lower volatility than the overall equity market.
Last Updated: August 21, 2019
Category: Investment Style
Inception Date: April 05, 2000
Date Funded: August 28, 2009*
|Year to Date||20.12%||18.2%|
|1 Year Volatility||13.47%||16.33%|
* Returns reflect model performance from the Inception Date to the Date Funded, and funded performance since the Date Funded, if funded. Note that the data source for determining the composition of the folio changed on 11/30/2018, which resulted in changes to the composition of the folio, and that performance after this date may differ from the performance using the prior data source. 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 30 securities in this 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.