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: December 9, 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 10.64% 4.66%
Three-Month 12.01% 6.76%
Year-to-Date 26.1% 12.86%
One-Year 24.03% 12.76%
Three-Year (Annualized) 13.27% 10.0%
Five-Year (Annualized) 19.1% 14.9%
Since Inception 9.6% N/A
Volatility 19.05% 13.67%

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%
2AYIacuity brands inc3.33%
3CAAcalatlantic group inc com3.34%
4CRHcrh plc adr3.34%
5DHId r horton inc3.34%
6EMEemcor group inc3.33%
7EXPeagle materials inc3.34%
8FLRfluor corp3.33%
9JECjacobs engr group inc del3.33%
10LENlennar corp3.34%
11LEN.Blennar corp cl b3.33%
12LIIlennox intl inc3.33%
13LPXlouisiana pac corp3.34%
14MASmasco corp3.33%
15MLMmartin marietta matls inc3.33%
16NVRnvr inc3.33%
17OCowens corning new3.33%
18PHMpulte group inc3.33%
19PWRquanta svcs inc3.33%
20RPMrpm inc ohio3.33%
21RYNrayonier inc3.34%
22SHWsherwin williams co3.33%
23THOthor inds inc3.33%
24TOLtoll brothers inc3.33%
25USGu s g corp new3.34%
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.