Objective

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

Strategy

The Consumer Staples folio consists of the largest companies in the consumer staples sector. This sector includes companies that produce 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: September 29, 2016

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

Folio S&P 500 Total Return
One-Month -2.25% -1.16%
Three-Month -0.39% 4.42%
Year-to-Date 10.32% 6.98%
One-Year 17.28% 16.66%
Three-Year (Annualized) 11.98% 10.64%
Five-Year (Annualized) 15.5% 15.58%
Since Inception 11.21% N/A
Volatility 13.82% 14.52%

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)
1ABEVambev sa sponsored adr3.33%
2BTIbritish amern tob plc adr3.33%
3BUDanheuser busch inbev sa/nv adr3.33%
4CAGconagra inc3.33%
5CLcolgate palmolive co3.33%
6DEOdiageo p l c adr new3.33%
7DPSdr pepper snapple group inc com3.33%
8ELlauder estee cos inc cl a3.34%
9FMXfomento economico mexicano s.a.b. de cv3.33%
10GISgeneral mls inc3.33%
11HSYhershey co com3.33%
12KHCkraft heinz co com3.33%
13KMBkimberly clark corp3.33%
14KOcoca cola co3.33%
15KOFcoca-cola femsa s a b de c v adr rep l3.33%
16MDLZmondelez intl inc cl a3.34%
17MJNmead johnson nutrition co3.34%
18MNSTmonster beverage corporation new3.35%
19MOaltria group inc3.34%
20PEPpepsico inc3.33%
21PGprocter & gamble co3.33%
22PMphilip morris intl inc com3.34%
23RAIreynolds american inc com3.33%
24SJMsmucker j m co new3.33%
25STZconstellation brands inc cl a3.34%
26SYYsysco corp3.33%
27TAPmolson coors brewing co cl b3.33%
28TSNtyson foods inc cl a3.34%
29ULunilever plc adr new3.33%
30UNunilever n v n y shs new3.34%

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 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.