Objective

The Analyst Growth folio was developed for investors seeking high capital appreciation potential with higher volatility and asset turnover.

Strategy

The Analyst Growth folio consists of stocks that equity analysts predict will have the highest earnings growth in the next year.

This folio is based on the concept that the companies which analysts predict to have the highest earnings growth may have the highest upside potential. Markets and economic conditions can change quickly and well-liked companies can quickly go out of favor. There is an added component of volatility with high growth companies that miss analyst earning expectations.

Last Updated: September 23, 2016

Category: Strategy
Inception Date: September 07, 2000
Date Funded: August 31, 2009*

Folio S&P 500 Total Return
One-Month -0.8% -0.85%
Three-Month 2.81% 2.97%
Year-to-Date 2.91% 7.62%
One-Year 8.1% 14.08%
Three-Year (Annualized) 7.08% 10.65%
Five-Year (Annualized) 15.03% 16.21%
Since Inception 4.58% N/A
Volatility 19.28% 14.68%

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

* 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.

#SymbolCompanyWeight
(% of Folio)
1AAPLapple inc com3.33%
2ABBVabbvie inc com3.34%
3ADBEadobe sys inc3.33%
4ADIanalog devices inc3.34%
5ALKalaska air group inc3.33%
6AMZNamazon com inc3.33%
7AVGObroadcom ltd shs3.34%
8AYIacuity brands inc3.33%
9CERNcerner corp3.33%
10CNCcentene corp del3.33%
11CRMsalesforce com inc3.34%
12CTXScitrix sys inc3.33%
13DALdelta air lines inc del new3.34%
14DHId r horton inc3.34%
15DRIdarden restaurants inc3.33%
16EWedwards lifesciences corp3.33%
17FSLRfirst solar inc com3.33%
18GILDgilead sciences inc3.33%
19JNPRjuniper networks inc3.33%
20KLACkla-tencor corp3.33%
21LUVsouthwest airls co3.34%
22MNKmallinckrodt pub ltd co new3.33%
23RCLroyal caribbean cruises ltd3.33%
24SHWsherwin williams co3.33%
25SWKSskyworks solutions inc3.33%
26TDGtransdigm group inc com3.33%
27UHSuniversal hlth svcs inc cl b3.34%
28VMCvulcan matls co3.34%
29VRSKverisk analytics inc cl a3.34%
30WRKwestrock co com3.33%

Steps to Create This Folio

  1. We ranked the stocks in the S&P 500 based on their average 1-year earnings per share growth estimate by equity analysts, as defined by Zacks Investment Research.
  2. We selected 30 stocks with the highest average 1-year earnings per share growth estimate.
  3. We equally weighted all securities in the folio.

Number of Securities

There are generally 30 securities in the folio.

Update Frequency

Monthly.

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.