Last Updated: November 16, 2017
Inception Date: 2000-09-07 00:00:00.0
Date Funded: 2009-08-31*
|Folio||S&P 500 Total Return|
(% of Folio)
|1||ABC||amerisourcebergen corp com cl a||3.33%|
|3||CAG||conagra brands inc||3.34%|
|4||CHRW||c h robinson worldwide inc new||3.33%|
|5||CL||colgate palmolive co||3.33%|
|6||CMS||cms energy corp||3.33%|
|7||COF||capital one finl corp||3.34%|
|8||DPS||dr pepper snapple group inc com||3.33%|
|9||ED||consolidated edison inc||3.34%|
|10||ETFC||e trade financial corp new||3.33%|
|11||ETR||entergy corp new||3.33%|
|13||IRM||iron mtn inc new com||3.34%|
|14||ITW||illinois tool wks inc||3.34%|
|15||JNJ||johnson & johnson||3.33%|
|16||KHC||kraft heinz co com||3.33%|
|18||KSU||kansas city southn inds inc||3.33%|
|21||MLM||martin marietta matls inc||3.34%|
|22||MPC||marathon pete corp com||3.33%|
|23||NCLH||norwegian cruise line hldgs lt shs||3.34%|
|24||PRU||prudential finl inc||3.34%|
|25||SNA||snap on inc||3.33%|
|26||TSS||total sys svcs inc||3.33%|
|28||WYN||wyndham worldwide corp||3.33%|
|29||WYNN||wynn resorts ltd||3.33%|
|30||XEL||xcel energy inc||3.33%|
Steps to Create This Folio
- We examined buy ratings by equity analysts for all stocks in the S&P 500, as reported by Zacks Investment Research. Zacks gives each a company a rating in the form of a number ranging from 1 to 5. The lower the number, the more strongly an analyst recommends buying that particular stock and vice versa as a sell rating for higher numbers.
- We selected the 30 stocks with the largest equity rate improvement rating from the prior month.
- We equally weighted all securities in the folio.
Number of Securities
There are generally 30 securities in the folio.
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.