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 1, 2016

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

Folio S&P 500 Total Return
One-Month 1.12% 4.04%
Three-Month -0.77% 1.47%
Year-to-Date 2.0% 9.41%
One-Year -0.27% 6.51%
Three-Year (Annualized) 4.73% 8.92%
Five-Year (Annualized) 12.76% 14.39%
Since Inception 4.45% N/A
Volatility 17.35% 13.91%

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)
1ABBVabbvie inc com3.33%
2ADBEadobe sys inc3.34%
3ALKalaska air group inc3.33%
4AMATapplied matls inc3.33%
5AMZNamazon com inc3.33%
6AVGObroadcom ltd shs3.33%
7AYIacuity brands inc3.33%
8CERNcerner corp3.34%
9CNCcentene corp del3.34%
10CRMsalesforce com inc3.34%
11CTXScitrix sys inc3.33%
12DALdelta air lines inc del new3.33%
13DRIdarden restaurants inc3.33%
14EWedwards lifesciences corp3.33%
15FSLRfirst solar inc com3.34%
16GILDgilead sciences inc3.34%
17ICEintercontinentalexchange inc com3.34%
18ISRGintuitive surgical inc new3.33%
19JCIjohnson ctls intl plc shs3.33%
20JNPRjuniper networks inc3.33%
21KLACkla-tencor corp3.33%
22LEGleggett & platt inc3.33%
23LUVsouthwest airls co3.34%
24MHKmohawk inds inc3.33%
25RCLroyal caribbean cruises ltd3.33%
26SHWsherwin williams co3.33%
27UHSuniversal hlth svcs inc cl b3.34%
28ULTAulta salon cosmetcs & frag inc com3.34%
29VMCvulcan matls co3.33%
30VRSKverisk analytics inc cl a3.33%

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.