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: September 23, 2016

Category: Sector/Industry
Inception Date: April 05, 2000
Date Funded: August 31, 2009*

Folio S&P 500 Total Return
One-Month -1.42% -0.85%
Three-Month 1.87% 2.97%
Year-to-Date 11.55% 7.62%
One-Year 7.42% 14.08%
Three-Year (Annualized) 1.96% 10.65%
Five-Year (Annualized) 6.45% 16.21%
Since Inception -1.7% N/A
Volatility 18.25% 14.68%

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%
3BCEbce inc3.33%
4BTbt group plc adr3.33%
5CHAchina telecom ltd spon adr h shares3.33%
6CHLchina mobile limited adr3.33%
7CHTchunghwa telecom co ltd adr new113.33%
8CHTRcharter communications inc del cl a new3.34%
9CHUchina unicom ltd adr3.34%
10CTLcenturylink inc com3.34%
11DCMntt docomo inc spons adr3.33%
12FTRfrontier communications corp com cl b3.33%
13KTkt corp adr3.33%
14MBTmobile telesystems ojsc adr3.33%
15NTTnippon teleg & tel corp adr3.33%
16ORANorange sponsored adr adr3.34%
17SATSechostar holding corp cl a3.33%
18SKMsk telecom ltd adr3.34%
19Tat&t inc com3.33%
20TDStelephone & data sys inc3.34%
21TItelecom italia s p a new adr ord3.34%
22TI.Atelecom italia s p a new adr svgs3.33%
23TKCturkcell iletisim hizmetleri adr3.33%
24TLKp t telekomunikasi indonesia adr3.34%
25TMUSt-mobile us inc com3.33%
26TSUtim participacoes sa adr pfd3.33%
27TUtelus corp non-vtg shs3.33%
28VIVtelefonica brasil s. a. adr3.33%
29VODvodafone group plc adr3.34%
30VZverizon communications inc.3.34%

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.