The REIT folio was developed for investors seeking long-term growth and income with higher volatility.
The Real Estate Investment Trusts (REIT) folio consists of the largest companies in the REIT category.
REITs could provide investors with diversification through a more liquid way to invest in real estate and potentially receive dividends.
Last Updated:
Category:
Inception Date:
| Folio | S&P 500 | |
| One Month | N/A | 0.49% |
| Three Month | N/A | 10.62% |
| Year to Date | N/A | 12.52% |
| One Year | N/A | 40.61% |
| Three year (Annualized) |
N/A | 17.74% |
| Five Year (Annualized) |
N/A | 17.11% |
| Since Inception | N/A | N/A |
| 1 Year Volatility | N/A | 17.25% |
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. 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.
There are generally 30 securities in the folio.
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.