Objective

The Healthcare folio was developed for investors seeking moderate capital appreciation with moderate volatility.

Strategy

The Healthcare folio consists of the largest companies with primary business in the medical sector. The companies in the folio are engaged in the research, development, production, or distribution of health-related products and services.

The healthcare field is experiencing rapid technological advances, helping to create more options through new cures and medical procedures that can dramatically improve the quality of life for people of all ages.

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 -2.41% -1.16%
Three-Month 0.41% 4.42%
Year-to-Date -5.75% 6.98%
One-Year 2.22% 16.66%
Three-Year (Annualized) 11.16% 10.64%
Five-Year (Annualized) 17.76% 15.58%
Since Inception 9.57% N/A
Volatility 17.92% 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)
1ABBVabbvie inc com3.33%
2ABTabbott labs3.33%
3AETaetna inc new com3.33%
4AGNallergan plc shs3.34%
5ALXNalexion pharmaceuticals inc3.33%
6AMGNamgen inc3.33%
7ANTManthem inc new3.33%
8AZNastrazeneca plc adr3.34%
9BDXbecton dickinson & co3.33%
10BIIBbiogen inc3.34%
11BMYbristol myers squibb co3.33%
12CELGcelgene corp3.33%
13ESRXexpress scripts inc cl a3.33%
14GILDgilead sciences inc3.33%
15GSKglaxosmithkline plc sponsored adr adr3.33%
16JNJjohnson & johnson3.34%
17LLYlilly eli & co3.33%
18MCKmckesson corporation3.34%
19MDTmedtronic plc shs3.34%
20MRKmerck & co inc3.33%
21NVOnovo-nordisk a s adr3.33%
22NVSnovartis a g adr3.33%
23PFEpfizer inc3.33%
24REGNregeneron pharmaceuticals3.34%
25SHPGshire plc adr3.33%
26SNYsanofi sponsored adr adr3.34%
27SYKstryker corp3.33%
28TEVAteva pharmaceutical inds ltd adr3.34%
29TMOthermo fisher scientific inc3.34%
30UNHunitedhealth group3.33%

Steps to Create This Folio

  1. We selected companies with primary business operations in the Medical sector, as defined by Zacks Investment Research.
  2. We ranked the stocks according to market capitalization and chose 30 stocks 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.