Last Updated: September 23, 2016
Inception Date: April 05, 2000
Date Funded: August 31, 2009*
|Folio||S&P 500 Total Return|
(% of Folio)
|2||ALGT||allegiant travel co com||3.33%|
|3||AYI||acuity brands inc||3.34%|
|4||CBPO||china biologic prods inc com||3.33%|
|6||CMN||cantel medical corp||3.34%|
|7||CMPR||cimpress n v shs euro inc com||3.34%|
|8||COR||coresite rlty corp com||3.34%|
|9||DY||dycom inds inc||3.34%|
|10||EEFT||euronet svcs inc||3.33%|
|11||ELLI||ellie mae inc com||3.33%|
|12||EQM||eqt midstream partners lp unit ltd partn||3.33%|
|13||EVR||evercore partners inc class a||3.33%|
|14||FIVE||five below inc com||3.33%|
|15||GGAL||grupo financiaro galicia s a sp adr 10 s||3.33%|
|16||HAIN||hain celestial group, inc||3.33%|
|17||KORS||michael kors hldgs ltd shs||3.33%|
|18||LGND||ligand pharmaceuticals inc cl b||3.33%|
|19||LXFT||luxoft hldg inc ord shs cl a||3.34%|
|20||MANH||manhattan assocs inc||3.33%|
|21||MTX||minerals technologies inc||3.33%|
|22||PII||polaris inds inc||3.33%|
|23||PRLB||proto labs inc com||3.34%|
|24||RH||restoration hardware hldgs inc com||3.33%|
|25||SFM||sprouts fmrs mkt inc com||3.34%|
|26||SSNC||ss&c technologies hldgs inc com||3.34%|
|27||VEEV||veeva sys inc cl a com||3.33%|
|28||VIPS||vipshop hldgs ltd sponsored adr||3.33%|
|29||WWAV||whitewave foods co com cl a||3.33%|
|30||XRS||tal ed group ads repstg com||3.34%|
Steps to Create This Folio
- We identified mid-cap stocks as those having market capitalizations between $1.7 billion and $11 billion.
- We determined the average sales and earnings growth projections in a given sector.
- We screened for stocks with above-average earnings growth and sales projections compared to the sector average.
- We ranked these mid-cap stocks and targeted the sector weights to be comparable to those of the S&P 500.
- We equally weighted all securities in the folio.
Number of Securities
There are generally 30 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.