Last Updated: December 1, 2016
Inception Date: 2001-03-11 00:00:00.0
Date Funded: 2009-08-28*
|Folio||S&P 500 Total Return|
(% of Folio)
|1||BUD||anheuser busch inbev sa/nv adr||20.00%|
|2||KO||coca cola co||20.00%|
|4||PG||procter & gamble co||20.00%|
|5||PM||philip morris intl inc com||20.00%|
Steps to Create This Folio
- We selected companies with primary business operations in the Consumer Staples sector, as defined by Zacks Investment Research.
- We then ranked these securities by their market capitalizations and selected the top five.
- We equally weighted all securities in the folio.
Number of Securities
There are generally 5 securities in the folio.
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.