1. Ready-to-Go Folios
  2. Small-Cap Growth

RTGs:
Small-Cap Growth

Objective

The Small-Cap Growth folio was designed for investors seeking aggressive long-term capital appreciation with volatility generally higher than the overall U.S. equity market.

Strategy

The Small-Cap Growth folio consists of small-cap companies with high earnings growth potential as compared to the overall market. Small-cap companies are defined as having market capitalizations below $1.7 billion USD.

Stocks of small companies can provide substantial growth potential but are generally subject to more risk and erratic price movements than larger company stocks. These companies often have limited product lines, markets, and financial resources, and their management teams may lack depth and experience. This folio’s broad diversification may make it less volatile than more concentrated small-cap growth mutual funds.

Last Updated:

Category:
Inception Date:

Folio Returns
One-Month N/A
Three-Month N/A
Year-to-Date N/A
One-Year N/A
Three-Year (Annualized) N/A
Five-Year (Annualized) N/A
Since Inception N/A
Volatility N/A

Past performance is no guarantee of future results.
See how returns are calculated

* Returns reflect unfunded model performance from the Inception Date to the present. Note that the data sources 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. No membership or trading fees (other than the indirect cost of the bid-ask spread applicable whenever a transaction is conducted) are included in reported performance.

Note: Tickers and weights for RTG Folios are only available when logged in.

Steps to Create This Folio

  1. We identified small-cap growth stocks as those having market capitalizations smaller than $1.7 billion.
  2. We screened for stocks with above-average earnings growth and sales projections compared to the sector average.
  3. We ranked these small-cap stocks keeping the sector weights comparable to the largest 500 securities ranked by market capitalization.
  4. We equally weighted all stocks in the folio.

Number of Securities

There are generally 30 securities in this 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. 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.