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: March 22, 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 0.6% -0.42%
Three-Month 7.83% 4.41%
Year-to-Date 9.11% 5.4%
One-Year 14.94% 17.03%
Three-Year (Annualized) 6.99% 10.25%
Five-Year (Annualized) 12.15% 13.41%
Since Inception 5.03% N/A
Volatility 12.88% 10.07%

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 inc3.34%
2AMATapplied matls inc3.34%
3AMZNamazon com inc3.34%
4ATVIactivision blizzard inc3.34%
5AYIacuity brands inc3.33%
6BAXbaxter intl inc3.33%
7BMYbristol myers squibb co3.33%
8CHTRcharter communications inc del cl a new3.34%
9CNCcentene corp del3.33%
10CRMsalesforce com inc3.33%
11DRIdarden restaurants inc3.33%
12ETFCe trade financial corp new3.33%
13EVHCenvision healthcare corp com3.34%
14FBfacebook inc cl a3.34%
15FBHSfortune brands home & sec inc com3.34%
16INTUintuit3.33%
17JCIjohnson ctls intl plc shs3.33%
18KHCkraft heinz co com3.33%
19KLACkla-tencor corp3.33%
20MLMmartin marietta matls inc3.33%
21MSImotorola solutions, inc new3.33%
22NFLXnetflix com inc3.34%
23NVDAnvidia corp3.33%
24NWLnewell brands inc3.33%
25PHMpulte group inc3.33%
26PWRquanta svcs inc3.33%
27SCHWschwab charles corp new3.34%
28TGNAtegna inc new3.33%
29UHSuniversal hlth svcs inc cl b3.33%
30YHOOyahoo inc3.33%

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.