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: December 8, 2016

Category: Sector/Industry
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-28*

Folio S&P 500 Total Return
One-Month 3.5% 5.2%
Three-Month -8.31% 3.54%
Year-to-Date -18.57% 12.21%
One-Year -16.44% 11.25%
Three-Year (Annualized) 12.53% 9.84%
Five-Year (Annualized) 27.07% 15.15%
Since Inception 9.9% N/A
Volatility 31.87% 13.68%

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)
1ALXNalexion pharmaceuticals inc3.33%
2AMGNamgen inc3.34%
3AXONaxovant sciences ltd com3.34%
4BIIBbiogen inc3.34%
5BIO.Bbio rad labs inc cl b3.33%
6BLUEbluebird bio inc com3.33%
7BMRNbiomarin pharmaceutical inc3.33%
8CBMcambrex corp3.33%
9CBPOchina biologic prods inc com3.34%
10CELGcelgene corp3.33%
11DBVTdbv technologies s a sponsored adr3.33%
12EXASexact sciences corp3.33%
13GILDgilead sciences inc3.34%
14GLPGgalapagos nv spon adr3.34%
15HZNPhorizon pharma plc shs3.33%
16IARTintegra lifesciences hldgs cp new3.33%
17ICPTintercept pharmaceuticals inc com3.33%
18ILMNillumina inc3.33%
19INCYincyte genomics, inc3.33%
20LGNDligand pharmaceuticals inc cl b3.34%
21LXRXlexicon pharmaceuticals inc3.34%
22MDCOmedicines co3.33%
23PBYIpuma biotechnology inc com3.34%
24QGENqiagen n v ord3.33%
25RAREultragenyx pharmaceutical inc com3.33%
26REGNregeneron pharmaceuticals3.33%
27SGENseattle genetics inc3.33%
28SRPTsarepta therapeutics inc new3.33%
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.