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: July 19, 2017

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

Folio S&P 500 Total Return
One-Month 3.16% 0.96%
Three-Month 12.18% 6.33%
Year-to-Date 22.57% 11.72%
One-Year 23.85% 16.73%
Three-Year (Annualized) 10.0% 10.01%
Five-Year (Annualized) 16.51% 14.84%
Since Inception 5.65% N/A
Volatility 11.16% 8.07%

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)
1ADBEadobe sys inc3.33%
2ALGNalign technology inc3.34%
3AMATapplied matls inc3.33%
4AMZNamazon com inc3.33%
5ATVIactivision blizzard inc3.33%
6AYIacuity brands inc3.33%
7BAXbaxter intl inc3.34%
8BMYbristol myers squibb co3.33%
9CHTRcharter communications inc del cl a new3.34%
10CNCcentene corp del3.33%
11CRMsalesforce com inc3.34%
12DLTRdollar tree stores inc3.34%
13ETFCe trade financial corp new3.34%
14FBfacebook inc cl a3.33%
15FBHSfortune brands home & sec inc com3.33%
16JCIjohnson ctls intl plc shs3.33%
17KHCkraft heinz co com3.33%
18KLACkla-tencor corp3.33%
19MCHPmicrochip technology inc3.33%
20MLMmartin marietta matls inc3.33%
21MNSTmonster beverage corporation new3.33%
22MSImotorola solutions, inc new3.33%
23NFLXnetflix com inc3.33%
24NVDAnvidia corp3.34%
25NWLnewell brands inc3.34%
26PHMpulte group inc3.33%
27PWRquanta svcs inc3.33%
28SCHWschwab charles corp new3.34%
29ULTAulta beauty inc new3.33%
30VMCvulcan matls co3.34%

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.