Objective

The Telecoms folio was developed for investors seeking aggressive capital growth with significant volatility.

Strategy

The Telecoms folio consists of large companies that range from wireless providers to telecommunications conglomerates that provide multiple services in the telecommunications industry.

As companies have expanded regionally and internationally, they could become increasingly dependant on telecommunications companies to power their operations. Similarly, increasing worldwide development could lead to increased demand for the products and services of the telecommunications industry.

Last Updated: January 19, 2017

Category: Sector/Industry
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-31*

Folio S&P 500 Total Return
One-Month 3.6% 0.2%
Three-Month 3.45% 6.13%
Year-to-Date 3.04% 1.1%
One-Year 23.75% 22.92%
Three-Year (Annualized) 0.93% 9.46%
Five-Year (Annualized) 6.24% 13.88%
Since Inception -1.55% N/A
Volatility 17.44% 12.0%

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. 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.

#SymbolCompanyWeight
(% of Folio)
1AMXamerica movil s a de c v adr l shs3.33%
2BBRYblackberry ltd new3.33%
3BTbt group plc adr3.33%
4CHAchina telecom ltd spon adr h shares3.33%
5CHLchina mobile limited adr3.34%
6CHUchina unicom ltd adr3.33%
7CTLcenturylink inc com3.33%
8FTRfrontier communications corp com cl b3.33%
9LSXMAliberty media corp del com a siriusxm3.33%
10LSXMBliberty media corp del com b siriusxm3.34%
11LSXMKliberty media corp del com c siriusxm3.34%
12MBTmobile telesystems ojsc adr3.34%
13NTLnortel inversora s a adr pfd b3.34%
14NTTnippon teleg & tel corp adr3.33%
15ORANorange sponsored adr adr3.34%
16SATSechostar holding corp cl a3.33%
17SKMsk telecom ltd adr3.34%
18Tat&t inc com3.33%
19TEOtelecomm argentina stet-france adr rep3.33%
20TItelecom italia s p a new adr ord3.34%
21TI.Atelecom italia s p a new adr svgs3.33%
22TKCturkcell iletisim hizmetleri adr3.33%
23TLKp t telekomunikasi indonesia adr3.33%
24TMUSt-mobile us inc com3.34%
25TSUtim participacoes sa adr pfd3.33%
26TUtelus corp non-vtg shs3.33%
27USMunited states cellular corp3.33%
28VIVtelefonica brasil s. a. adr3.34%
29VODvodafone group plc adr3.33%
30VZverizon communications inc.3.33%

Steps to Create This Folio

  1. We selected companies with primary business operations in the Telecommunications industry as defined by Zacks Investment Research.
  2. We ranked the companies according to their market capitalizations and selected the top 30 stocks with the highest market capitalizations.
  3. We equally weighted all securities in the folio.

Number of Securities

There are generally 30 securities in the 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.