Objective

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

Strategy

The Construction folio consists of large companies that range from building material providers to housing manufacturers.

As global population grows, construction companies tend to attract new business and focus more of their operations internationally. Rapid development in Eastern Asia, many parts of Africa, and South America, as well as rapidly increasing GDP in large nations such as China and India could translate into increased demand for new construction.

Last Updated: September 23, 2016

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

Folio S&P 500 Total Return
One-Month -4.55% -0.85%
Three-Month 1.66% 2.97%
Year-to-Date 13.77% 7.62%
One-Year 17.5% 14.08%
Three-Year (Annualized) 10.77% 10.65%
Five-Year (Annualized) 20.96% 16.21%
Since Inception 9.05% N/A
Volatility 19.75% 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)
1ACMaecom corp delaware com3.33%
2AWIarmstrong world inds inc new com3.34%
3AYIacuity brands inc3.34%
4CAAcalatlantic group inc com3.33%
5CRHcrh plc adr3.33%
6DHId r horton inc3.33%
7EMEemcor group inc3.33%
8EXPeagle materials inc3.33%
9FLRfluor corp3.33%
10JECjacobs engr group inc del3.33%
11LENlennar corp3.34%
12LEN.Blennar corp cl b3.33%
13LIIlennox intl inc3.33%
14LPXlouisiana pac corp3.34%
15MASmasco corp3.33%
16MLMmartin marietta matls inc3.33%
17NVRnvr inc3.33%
18OCowens corning new3.33%
19PHMpulte group inc3.33%
20PWRquanta svcs inc3.34%
21RPMrpm inc ohio3.33%
22RYNrayonier inc3.34%
23SHWsherwin williams co3.34%
24THOthor inds inc3.34%
25TOLtoll brothers inc3.33%
26VALvalspar corp3.34%
27VMCvulcan matls co3.34%
28WSOwatsco inc3.33%
29WSO.Bwatsco inc cl b3.33%
30WYweyerhaeuser co3.33%

Steps to Create This Folio

  1. We selected companies with primary business operations in the Construction sector, 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.