The Construction Folio was developed for investors seeking aggressive capital growth with significant volatility.
The Construction Folio consists of large companies that range from building material providers to housing manufacturers.
As global population grows, construction companies tend to attract new business and focus more of their operations internationally. Rapid development in Eastern Asia, many parts of Africa, and South America, as well as rapidly increasing GDP in large nations such as China and India could translate into increased demand for new construction.
Last Updated: March 7, 2014
Inception Date: April 05, 2000
Date Funded: August 28, 2009*
|Year to Date||6.32%||2.02%|
|Three year (Annualized)||17.33%||15.22%|
|Five Year (Annualized)||26.33%||25.04%|
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.
(% of Folio)
|1||AWI||armstrong world inds inc new com||3.34%|
|2||AYI||acuity brands inc||3.33%|
|3||DHI||d r horton inc||3.33%|
|4||EXP||eagle materials inc||3.34%|
|6||JEC||jacobs engr group inc del||3.34%|
|7||JHX||james hardie industries plc adr||3.33%|
|8||KBR||kbr inc com||3.33%|
|10||LEN.B||lennar corp cl b||3.33%|
|11||LFRGY||lafarge coppee s a spon adr new||3.33%|
|12||LII||lennox intl inc||3.34%|
|13||MLM||martin marietta matls inc||3.33%|
|15||PCL||plum creek timber co inc||3.34%|
|16||PHM||pulte group inc||3.33%|
|17||PWR||quanta svcs inc||3.33%|
|18||RPM||rpm inc ohio||3.33%|
|20||SHW||sherwin williams co||3.33%|
|21||SKHSY||sekisui house ltd sponsored adr||3.33%|
|22||TOL||toll brothers inc||3.33%|
|23||URS||urs corp new||3.34%|
|25||VCISY||vinci s a adr||3.34%|
|26||VMC||vulcan matls co||3.33%|
|27||WOSYY||wolseley plc (sponsored adr) new||3.33%|
|29||WSO.B||watsco inc cl b||3.33%|
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.