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: December 15, 2017

Category: Strategy
Inception Date: 2000-09-07 00:00:00.0
Date Funded: 2009-08-31*

Folio S&P 500 Total Return
One-Month 1.66% 4.53%
Three-Month 6.88% 7.53%
Year-to-Date 33.5% 21.85%
One-Year 31.33% 20.6%
Three-Year (Annualized) 12.83% 12.71%
Five-Year (Annualized) 15.66% 16.01%
Since Inception 6.04% N/A
Volatility 11.38% 6.7%

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)
1ADBEadobe sys inc3.34%
2ALGNalign technology inc3.33%
3AMATapplied matls inc3.33%
4AMZNamazon com inc3.33%
5ATVIactivision blizzard inc3.33%
6BAXbaxter intl inc3.33%
7BMYbristol myers squibb co3.34%
8CHTRcharter communications inc del cl a new3.33%
9CNCcentene corp del3.33%
10CRMsalesforce com inc3.34%
11DLTRdollar tree stores inc3.34%
12ETFCe trade financial corp new3.33%
13FBfacebook inc cl a3.33%
14FBHSfortune brands home & sec inc com3.34%
15JCIjohnson ctls intl plc shs3.33%
16KHCkraft heinz co com3.33%
17LRCXlam research corp3.33%
18MCHPmicrochip technology inc3.33%
19MGMmgm resorts international com3.33%
20MLMmartin marietta matls inc3.34%
21MSImotorola solutions, inc new3.33%
22MUmicron technology inc3.34%
23NFLXnetflix com inc3.33%
24NVDAnvidia corp3.34%
25NWLnewell brands inc3.33%
26PHMpulte group inc3.33%
27PWRquanta svcs inc3.33%
28RJFraymond james financial inc3.34%
29SCHWschwab charles corp new3.34%
30WDCwestern digital corp3.33%

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.