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: February 23, 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 -1.42% -2.99%
Three-Month 7.87% 6.29%
Year-to-Date 8.72% 3.05%
One-Year 33.74% 18.34%
Three-Year (Annualized) 12.74% 11.39%
Five-Year (Annualized) 14.63% 14.99%
Since Inception 6.48% N/A
Volatility 14.49% 9.89%

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)
1ALGNalign technology inc3.34%
2AMATapplied matls inc3.34%
3AMDadvanced micro devices inc3.33%
4BHGEbaker hughes a ge co cl a3.33%
5CATcaterpillar inc del3.33%
6CHTRcharter communications inc del cl a new3.34%
7CMAcomerica inc3.33%
8COPconocophillips3.33%
9CRMsalesforce com inc3.34%
10CVXchevron corp new3.33%
11DLTRdollar tree stores inc3.34%
12EQTeqt corporation inc com3.33%
13FBfacebook inc cl a3.33%
14FCXfreeport-mcmoran inc3.34%
15HALhalliburton co3.33%
16LRCXlam research corp3.33%
17MGMmgm resorts international com3.33%
18MPCmarathon pete corp com3.33%
19MUmicron technology inc3.34%
20NFLXnetflix com inc3.33%
21NVDAnvidia corp3.33%
22OXYoccidental pete corp del3.33%
23PGRprogressive corp ohio3.34%
24PSXphillips 66 com new3.34%
25PXDpioneer nat res co3.34%
26REGNregeneron pharmaceuticals3.33%
27VRTXvertex pharmaceuticals inc3.33%
28WDCwestern digital corp3.33%
29WYNNwynn resorts ltd3.33%
30XECcimarex energy co3.33%

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.