Ready-to-Go Folios: Biotechnology Folio

Biotechnology Folio

Sector/Industry Main | See All Folios

Objective

The Biotechnology Folio was developed for investors seeking aggressive capital growth with significant volatility.

Strategy

The Biotechnology Folio consists of large companies that range from drug therapy providers to genetic testing services.

Biotechnology companies have improved agricultural output for developing nations, enhanced the nutrition of foods, and produced medicines to cure or treat many different diseases. Breakthroughs are occurring throughout the industry and demand for bio-tech companies to produce more and better products could continue as science helps people live longer.

Last Updated: April 17, 2014

Category: Sector/Industry

Inception Date: April 05, 2000

Date Funded: August 28, 2009*

One Month -18.04% 0.46%
Three Month -14.85% 1.95%
Year to Date 4.39% 1.49%
One Year 41.91% 22.72%
Three year (Annualized) 34.02% 14.67%
Five Year (Annualized) 28.52% 18.98%
Since Inception 9.58% N/A
Volatility 27.68% 11.42%

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)
1ACORacorda therapeutics inc3.33%
2ALKSalkermes pls shr3.33%
3ALNYalnylam pharmaceuticals inc3.33%
4ALXNalexion pharmaceuticals inc3.33%
5AMGNamgen inc3.34%
6BIIBbiogen idec inc3.33%
7BIO.Bbio rad labs inc cl b3.33%
8BMRNbiomarin pharmaceutical inc3.33%
9CELGcelgene corp3.34%
10CLVSclovis oncology inc com3.33%
11GEVAsynageva biopharma corporation new3.33%
12GILDgilead sciences inc3.34%
13HALOhalozyme therapeutics inc3.34%
14IARTintegra lifesciences hldgs cp new3.34%
15ICPTintercept pharmaceuticals inc com3.33%
16ILMNillumina inc3.33%
17INCYincyte genomics, inc3.33%
18ISISisis pharmaceuticals inc3.34%
19LGNDligand pharmaceuticals inc cl b3.33%
20MDCOmedicines co3.34%
21MDVNmedivation inc3.34%
22MNKDmannkind corp3.34%
23MYGNmyriad genetics inc3.33%
24PBYIpuma biotechnology inc com3.34%
25QGENqiagen n v ord3.33%
26RAREultragenyx pharmaceutical inc com3.33%
27REGNregeneron pharmaceuticals3.33%
28SGENseattle genetics inc3.33%
29THRXtheravance inc3.33%
30VRTXvertex pharmaceuticals inc3.33%

Steps to Create This Folio

  1. We selected securities with primary business operations in the Biotechnology industry, as defined by Zacks Investment Research.
  2. We ranked the securities according to market capitalization and selected 30 securities 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.