Ready-to-Go Folios: Construction Folio

Construction Folio

Sector/Industry Main | See All Folios

Objective

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

Strategy

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: April 23, 2014

Category: Sector/Industry

Inception Date: April 05, 2000

Date Funded: August 28, 2009*

One Month -0.66% 0.62%
Three Month 0.68% 3.1%
Year to Date 2.01% 2.08%
One Year 16.41% 21.33%
Three year (Annualized) 14.51% 14.38%
Five Year (Annualized) 17.57% 19.6%
Since Inception 9.14% N/A
Volatility 16.46% 11.35%

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)
1ACMaecom technology corp delaware com3.34%
2AYIacuity brands inc3.33%
3DHId r horton inc3.33%
4EMEemcor group inc3.34%
5EXPeagle materials inc3.33%
6FLRfluor corp3.33%
7JECjacobs engr group inc del3.33%
8KBRkbr inc com3.33%
9LENlennar corp3.34%
10LEN.Blennar corp cl b3.33%
11LIIlennox intl inc3.33%
12MLMmartin marietta matls inc3.33%
13MTZmastec inc3.33%
14NVRnvr inc3.33%
15PCLplum creek timber co inc3.33%
16PHMpulte group inc3.33%
17PWRquanta svcs inc3.34%
18RPMrpm inc ohio3.33%
19RYNrayonier inc3.33%
20SHWsherwin williams co3.33%
21SKHSYsekisui house ltd sponsored adr3.34%
22TOLtoll brothers inc3.33%
23URSurs corp new3.34%
24VALvalspar corp3.33%
25VCISYvinci s a adr3.34%
26VMCvulcan matls co3.33%
27WOSYYwolseley plc (sponsored adr) new3.34%
28WSOwatsco inc3.34%
29WSO.Bwatsco inc cl b3.34%
30WYweyerhaeuser co3.33%

Steps to Create This Folio

  1. We selected companies with primary business operations in the Construction Sector, 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.