Objective

The Consumer Staples 5 folio was developed for investors seeking moderate capital appreciation and income with moderate volatility.

Strategy

The Consumer Staples 5 folio consists of the 5 largest companies in the consumer staples sector. This sector includes companies that produce staples such as food, tobacco, pharmaceuticals, and household products.

Consumer staples have historically not moved in tandem with the markets, because even in an economic downturn, people generally continued to use them. As a result, consumer staples are expected to provide a source of stability.

Last Updated: December 8, 2016

Category: Sector/Industry
Inception Date: 2001-03-11 00:00:00.0
Date Funded: 2009-08-28*

Folio S&P 500 Total Return
One-Month -6.3% 5.2%
Three-Month -8.06% 3.54%
Year-to-Date 0.36% 12.21%
One-Year -0.05% 11.25%
Three-Year (Annualized) 4.58% 9.84%
Five-Year (Annualized) 8.06% 15.15%
Since Inception 7.62% N/A
Volatility 13.6% 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)
1BUDanheuser busch inbev sa/nv adr20.00%
2KOcoca cola co20.00%
3PEPpepsico inc20.00%
4PGprocter & gamble co20.00%
5PMphilip morris intl inc com20.00%

Steps to Create This Folio

  1. We selected companies with primary business operations in the Consumer Staples sector, as defined by Zacks Investment Research.
  2. We then ranked these securities by their market capitalizations and selected the top five.
  3. We equally weighted all securities in the folio.

Number of Securities

There are generally 5 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.