Objective

The Analyst Upgrade folio was developed for investors seeking high capital appreciation potential with higher volatility and asset turnover.

Strategy

The Analyst Upgrade folio is comprised of stocks that have had the greatest improvement in analyst ratings over the past month.

If a company has multiple ratings improvements, it may signify potential opportunities for capital appreciation. Markets and economic conditions can change quickly and well-liked companies can quickly go out of favor.

Last Updated: September 23, 2016

Category: Strategy
Inception Date: September 07, 2000
Date Funded: August 31, 2009*

Folio S&P 500 Total Return
One-Month -0.48% -0.85%
Three-Month 8.08% 2.97%
Year-to-Date 8.71% 7.62%
One-Year 10.97% 14.08%
Three-Year (Annualized) 7.4% 10.65%
Five-Year (Annualized) 17.57% 16.21%
Since Inception 10.57% N/A
Volatility 16.96% 14.68%

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)
1ADIanalog devices inc3.33%
2ADMarcher daniels midland co3.33%
3AGNallergan plc shs3.33%
4AJGgallagher arthur j & co3.33%
5AVYavery dennison corp3.34%
6BF.Bbrown forman corp cl b3.34%
7COGcabot oil & gas corp cl a3.34%
8CTAScintas corp3.34%
9DVAdavita inc com3.33%
10ETRentergy corp new3.33%
11EXCexelon corp3.33%
12GEgeneral elec co3.33%
13HRLhormel foods corp3.33%
14MHKmohawk inds inc3.34%
15MKCmccormick & co inc non vtg3.34%
16MRKmerck & co inc3.33%
17MROmarathon oil corp new3.34%
18PWRquanta svcs inc3.33%
19Rryder sys inc3.33%
20RAIreynolds american inc com3.33%
21ROKrockwell automation inc3.33%
22ROProper inds inc new3.33%
23TAPmolson coors brewing co cl b3.34%
24TSNtyson foods inc cl a3.33%
25TSStotal sys svcs inc3.33%
26UALunited contl hldgs inc com3.33%
27UDRudr inc3.34%
28UHSuniversal hlth svcs inc cl b3.33%
29VRSNverisign inc3.34%
30WMBwilliams cos inc del3.33%

Steps to Create This Folio

  1. We examined buy ratings by equity analysts for all stocks in the S&P 500, as reported by Zacks Investment Research. Zacks gives each a company a rating in the form of a number ranging from 1 to 5. The lower the number, the more strongly an analyst recommends buying that particular stock and vice versa as a sell rating for higher numbers.
  2. We selected the 30 stocks with the largest equity rate improvement rating from the prior month.
  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.