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: August 17, 2018

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

Folio S&P 500 Total Return
One-Month -5.07% 1.64%
Three-Month -3.31% 5.28%
Year-to-Date 17.78% 7.92%
One-Year 31.53% 19.57%
Three-Year (Annualized) 16.02% 12.99%
Five-Year (Annualized) 14.86% 13.79%
Since Inception 6.78% N/A
Volatility 18.34% 12.5%

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.

Note: Tickers and weights for RTG Folios are only available when logged in.

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.