Last Updated: September 19, 2017
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-31*
|Folio||S&P 500 Total Return|
(% of Folio)
|2||AL||air lease corp cl a||3.33%|
|3||AMCX||amc networks inc cl a||3.34%|
|4||AYI||acuity brands inc||3.34%|
|5||CONE||cyrusone inc com||3.34%|
|6||COR||coresite rlty corp com||3.33%|
|7||EEFT||euronet svcs inc||3.34%|
|8||EVR||evercore inc class a||3.33%|
|9||FIVE||five below inc com||3.33%|
|10||HQY||healthequity inc com||3.34%|
|11||HTHT||china lodging group ltd sponsored adr||3.33%|
|12||INCR||inc resh hldgs inc cl a||3.33%|
|13||INGN||inogen inc com||3.33%|
|14||LCII||lci inds com new||3.33%|
|17||MPWR||monolithic pwr sys inc||3.34%|
|19||OLED||universal display corp||3.33%|
|20||PAYC||paycom software inc com||3.33%|
|21||PKG||packaging corp amer||3.34%|
|22||PLAY||dave & busters entmt inc com||3.33%|
|23||POST||post holdings inc new||3.33%|
|24||PSXP||phillips 66 partners lp com unit rep int||3.33%|
|25||SPB||spectrum brands inc com new||3.33%|
|26||STMP||stamps com inc new||3.34%|
|27||TAL||tal ed group ads repstg com||3.33%|
|28||VEEV||veeva sys inc cl a com||3.33%|
|29||VLP||valero energy partners lp com unt rep lp||3.33%|
|30||WAL||western alliance bancorp||3.33%|
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.