Last Updated: October 21, 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||AMCX||amc networks inc cl a||3.33%|
|4||AOS||smith a o||3.34%|
|5||CATM||cardtronics inc com||3.33%|
|6||CBPO||china biologic prods inc com||3.33%|
|7||CMN||cantel medical corp||3.34%|
|8||CONE||cyrusone inc com||3.33%|
|9||COR||coresite rlty corp com||3.33%|
|11||DW||drew inds inc new||3.33%|
|12||DY||dycom inds inc||3.34%|
|13||EEFT||euronet svcs inc||3.34%|
|14||EQM||eqt midstream partners lp unit ltd partn||3.34%|
|15||EVR||evercore partners inc class a||3.34%|
|16||FIVE||five below inc com||3.34%|
|17||HAIN||hain celestial group, inc||3.34%|
|18||LOGM||logmein inc com||3.33%|
|19||MANH||manhattan assocs inc||3.34%|
|21||MKTX||marketaxess hldgs inc||3.33%|
|22||MTX||minerals technologies inc||3.33%|
|23||PAYC||paycom software inc com||3.33%|
|24||SFM||sprouts fmrs mkt inc com||3.33%|
|25||SPB||spectrum brands inc com new||3.33%|
|26||TPL||texas pac ld tr sub ctf prop i t||3.33%|
|27||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||3.33%|
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.