Objective

The Large-Cap Growth folio was designed for investors seeking aggressive long-term capital appreciation by investing in companies with high earnings growth.

Strategy

The Large-Cap Growth folio consists of large-cap companies with high earnings growth potential as compared to the overall market. Large-cap companies are defined as having market capitalizations above $11 billion USD.

This folio focuses on the long-term growth potential of large companies that are well-established in their respective industries and with above-average earnings growth. These companies tend to enjoy strong market positions, seasoned management teams, solid financial conditions, and above-average earnings growth and profitability. This folio’s broad diversification opens it up to less volatility than more concentrated large-cap growth funds.

Last Updated: June 17, 2019

Category: Investment Style
Inception Date: April 05, 2000
Date Funded: August 31, 2009*

Folio Returns
One-Month 2.32%
Three-Month 7.45%
Year-to-Date 24.21%
One-Year 0.51%
Three-Year (Annualized) 16.73%
Five-Year (Annualized) 10.49%
Since Inception 3.7%
Volatility 19.57%

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. Note that the data source for determining the composition of the folio changed on 11/30/2018, which resulted in changes to the composition of the folio, and that performance after this date may differ from the performance using the prior data source. 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.

Note: Tickers and weights for RTG Folios are only available when logged in.

Steps to Create This Folio

  1. We identified large-cap stocks as those having market capitalizations greater than $11 billion and consistent sales and earnings growth over the past year.
  2. We screened for stocks with above-average earnings growth and sales projections compared to the sector average.
  3. We ranked these large-cap stocks and targeted the sector weights to be comparable to those of the largest 500 securities ranked by market capitalization.
  4. We equally weighted all securities in the folio.

Number of Securities

There are generally 30 securities in this 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. RTGs are updated using market data from multiple sources including Zacks Investment Research ( www.zacks.com ), International Data Corporation (IDC) ( www.idc.com ), and other suppliers.