Last Updated: February 23, 2018
Inception Date: 2000-09-07 00:00:00.0
Date Funded: 2009-08-31*
|Folio||S&P 500 Total Return|
(% of Folio)
|1||AEP||american elec pwr inc||3.33%|
|3||AMG||affiliated managers group||3.34%|
|4||CINF||cincinnati finl corp||3.33%|
|5||CVX||chevron corp new||3.33%|
|6||D||dominion resources inc.||3.33%|
|7||DG||dollar gen corp new com||3.34%|
|8||DLR||digital rlty tr inc||3.33%|
|9||DTE||dte energy co||3.33%|
|10||EMR||emerson elec co||3.33%|
|12||HII||huntington ingalls industries inc||3.33%|
|13||HRL||hormel foods corp||3.33%|
|17||LEG||leggett & platt inc||3.34%|
|19||MSI||motorola solutions, inc new||3.33%|
|20||NOC||northrop grumman corp||3.33%|
|21||OKE||oneok inc new||3.33%|
|22||PFG||principal financial group inc||3.33%|
|23||PKG||packaging corp amer||3.33%|
|27||UTX||united technologies corp||3.34%|
|28||VAR||varian med sys inc||3.33%|
|29||VFC||v f corp||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.