Last Updated: January 19, 2017
Inception Date: 2000-09-07 00:00:00.0
Date Funded: 2009-08-31*
|Folio||S&P 500 Total Return|
(% of Folio)
|1||ARNC||arconic inc new||3.33%|
|2||AWK||american wtr wks co inc new com||3.33%|
|3||BAC||bank of america corporation||3.33%|
|4||CINF||cincinnati finl corp||3.34%|
|5||COO||cooper cos inc new||3.33%|
|7||DFS||discover finl svcs com||3.34%|
|8||DNB||dun & bradstreet corp del new||3.33%|
|9||DVN||devon energy corp new||3.33%|
|12||ETFC||e trade financial corp new||3.33%|
|13||ETN||eaton corp plc shares||3.34%|
|14||EVHC||envision healthcare corp com||3.33%|
|15||GE||general elec co||3.33%|
|16||KSU||kansas city southn inds inc||3.34%|
|17||MAA||mid-amer apt cmntys inc||3.33%|
|18||MKC||mccormick & co inc non vtg||3.34%|
|19||MNST||monster beverage corporation new||3.33%|
|20||MU||micron technology inc||3.34%|
|21||NEE||nextera energy inc||3.34%|
|22||PBCT||peoples united financial inc com||3.33%|
|23||PEG||public svc enterprise group||3.34%|
|24||TSO||tesoro pete corp||3.33%|
|25||UA||under armour inc cl c||3.33%|
|26||UAL||united contl hldgs inc com||3.33%|
|29||XRAY||dentsply sirona inc new||3.34%|
|30||ZTS||zoetis inc cl a||3.33%|
Steps to Create This Folio
- 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.
- We selected the 30 stocks with the largest equity rate improvement rating from the prior month.
- We equally weighted all securities in the folio.
Number of Securities
There are generally 30 securities in the folio.
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.