Objective

The Biotechnology folio was developed for investors seeking aggressive capital growth with significant volatility.

Strategy

The Biotechnology folio consists of large companies that range from drug therapy providers to genetic testing services.

Biotechnology companies have improved agricultural output for developing nations, enhanced the nutrition of foods, and produced medicines to cure or treat many different diseases. Breakthroughs are occurring throughout the industry and demand for biotech companies to produce more and better products could continue as science helps people live longer.

Last Updated: September 28, 2016

Category: Sector/Industry
Inception Date: April 05, 2000
Date Funded: August 28, 2009*

Folio S&P 500 Total Return
One-Month 2.31% 0.2%
Three-Month 12.71% 7.21%
Year-to-Date -11.15% 7.99%
One-Year 8.1% 17.8%
Three-Year (Annualized) 16.3% 10.98%
Five-Year (Annualized) 31.25% 15.99%
Since Inception 10.6% N/A
Volatility 29.01% 14.49%

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)
1ALKSalkermes pls shr3.33%
2ALXNalexion pharmaceuticals inc3.33%
3AMGNamgen inc3.34%
4BIIBbiogen inc3.34%
5BIO.Bbio rad labs inc cl b3.33%
6BMRNbiomarin pharmaceutical inc3.33%
7CBMcambrex corp3.33%
8CBPOchina biologic prods inc com3.33%
9CELGcelgene corp3.33%
10DBVTdbv technologies s a sponsored adr3.34%
11EBSemergent biosolutions inc com3.34%
12EDITeditas medicine inc com3.33%
13GILDgilead sciences inc3.34%
14GLPGgalapagos nv spon adr3.34%
15IARTintegra lifesciences hldgs cp new3.33%
16ICPTintercept pharmaceuticals inc com3.33%
17ILMNillumina inc3.33%
18INCYincyte genomics, inc3.33%
19LGNDligand pharmaceuticals inc cl b3.33%
20MDCOmedicines co3.33%
21MDVNmedivation inc3.33%
22MYGNmyriad genetics inc3.34%
23NVAXnovavax inc3.34%
24PRTAprothena corp plc shs3.33%
25QGENqiagen n v ord3.33%
26RAREultragenyx pharmaceutical inc com3.33%
27REGNregeneron pharmaceuticals3.33%
28SGENseattle genetics inc3.34%
29TECHbio techne corp new3.34%
30VRTXvertex pharmaceuticals inc3.33%

Steps to Create This Folio

  1. We selected securities with primary business operations in the Biotechnology industry, as defined by Zacks Investment Research.
  2. We ranked the securities according to market capitalization and selected 30 securities with the highest market capitalizations.
  3. We equally weighted all securities in the folio.

Number of Securities

There are generally 30 securities in the folio.

Update Frequency

Quarterly.

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.