Last Updated: July 19, 2017
Inception Date: 2011-10-31 00:00:00.0
Date Funded: 2013-06-18*
|Folio||S&P 500 Total Return|
(% of Folio)
|1||ARDX||ardelyx inc com||4.00%|
|2||ARIS||ari network svcs inc new||4.00%|
|3||ASUR||asure software inc||4.00%|
|4||BRG||bluerock resident gr reit inc com cl a||4.00%|
|5||CRVS||corvus pharmaceuticals inc com||4.00%|
|6||CVGI||commercial veh group inc||4.00%|
|7||GCAP||gain cap hldgs inc com||4.00%|
|8||GMRE||global med reit inc com new||4.00%|
|10||KIN||kindred biosciences inc com||4.00%|
|11||LAKE||lakeland inds inc||4.00%|
|12||LAYN||layne christensen co||4.00%|
|13||NCIT||nci inc cl a||4.00%|
|14||NEOS||neos therapeutics inc com||4.00%|
|15||OKTA||okta inc cl a||4.00%|
|16||QTM||quantum corp dssg||4.00%|
|17||RAIL||freightcar amer inc||4.00%|
|18||RUBI||rubicon proj inc com||4.00%|
|19||SNDX||syndax pharmaceuticals inc com||4.00%|
|20||SORL||sorl auto pts inc||4.00%|
|22||TCS||container store group inc com||4.00%|
|23||TLYS||tillys inc cl a||4.00%|
|24||VOXX||voxx international corporation new||4.00%|
|25||VUZI||uzix corp com new||4.00%|
Steps to Create This Folio
- The folio is generated by Zacks to employ a strategy based on the Small-Cap anomaly discussed at Zacks.com.
- A list of liquid, investible stocks is created by selecting those with a market capitalization between $100 million and $1 billion of publicly tradable U.S.-listed stocks, an average trading volume above 100,000 shares per day, and a current stock price greater than $5.
- Only those with a Zacks Rank of a 1 or 2 are retained.
- The 25 stocks with the lowest Market Cap are retained.
- The stocks are then equally weighted.
Number of Securities
There will generally be 25 stocks in this folio.
The Zacks Small-Cap Anomaly folio is generally rebalanced and holdings are traded weekly, typically on Mondays, in order to capture market value changes and estimate changes included in the calculation of the Zacks Rank. Turnover will typically be 8 or 9 stocks each week or as high as 100%.
If you follow this Ready-to-Go folio your performance may deviate from the performance displayed here unless you are able to update your actual holdings in the trading window which immediately follows the publication of folio changes by Zacks. This may not be possible depending on when you receive the notification that a change has occurred.
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.