Last Updated: February 17, 2017
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-31*
|Folio||S&P 500 Total Return|
(% of Folio)
|2||ALGT||allegiant travel co com||3.33%|
|3||AMCX||amc networks inc cl a||3.34%|
|4||AYI||acuity brands inc||3.34%|
|6||CATM||cardtronics inc com||3.33%|
|7||CMD||cantel medical corp||3.33%|
|8||CONE||cyrusone inc com||3.34%|
|9||COR||coresite rlty corp com||3.33%|
|10||EEFT||euronet svcs inc||3.34%|
|11||EQM||eqt midstream partners lp unit ltd partn||3.34%|
|12||EVR||evercore partners inc class a||3.33%|
|13||FIVE||five below inc com||3.33%|
|14||HQY||healthequity inc com||3.34%|
|15||KORS||michael kors hldgs ltd shs||3.33%|
|16||LCII||lci inds com new||3.33%|
|17||LOGM||logmein inc com||3.33%|
|18||MANH||manhattan assocs inc||3.33%|
|21||ODFL||old dominion fght lines inc||3.33%|
|22||PAYC||paycom software inc com||3.34%|
|23||SFM||sprouts fmrs mkt inc com||3.33%|
|24||SPB||spectrum brands inc com new||3.33%|
|25||STMP||stamps com inc new||3.34%|
|26||TAL||tal ed group ads repstg com||3.33%|
|27||TEP||tallgrass energy partners lp com unit||3.33%|
|28||TPL||texas pac ld tr sub ctf prop i t||3.33%|
|29||VEEV||veeva sys inc cl a com||3.33%|
|30||WWAV||whitewave foods co com cl a||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.