Objective

The Analyst Growth folio was designed for investors seeking high capital appreciation potential with volatility and asset turnover generally higher than the overall U.S. equity market.

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 companies which analysts predict will have the highest earnings growth may also have the highest upside potential. Note that markets and economic conditions can change quickly, and well-liked companies can quickly go out of favor. There is an added component of volatility when high growth companies miss analyst’s earning expectations.

Last Updated: December 11, 2018

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

Folio Returns
One-Month -8.8%
Three-Month -16.97%
Year-to-Date 0.96%
One-Year 0.77%
Three-Year (Annualized) 12.76%
Five-Year (Annualized) 10.05%
Since Inception 5.76%
Volatility 20.43%

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. 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.

Steps to Create This Folio

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

Number of Securities

There are generally 30 securities in this 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. 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.