The Aerospace folio was developed for investors seeking aggressive capital growth with significant volatility.
The Aerospace folio consists of the largest companies with primary business operations in the aerospace sector. Companies range from aircraft engine manufacturers to flight information providers.
A high tech industry, aerospace companies design, create, and operate aircraft, missiles, space vehicles and all related parts. The U.S., Europe, Russia, China, and India are making significant investment in the aerospace industry, and may continue do so in the future.
Last Updated: July 20, 2018
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-28*
|Year to Date||8.31%||5.9%|
|1 Year Volatility||15.04%||12.54%|
* 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)
|2||AJRD||aerojet rocketdyne holdings inc new||3.33%|
|3||AVAV||aerovironment inc com||3.33%|
|6||COL||rockwell collins inc||3.33%|
|7||CW||curtiss wright corp||3.33%|
|8||ERJ||embraer sa sp adr new||3.33%|
|9||ESL||esterline technologies corp||3.33%|
|10||ESLT||elbit sys ltd ord||3.33%|
|11||FLIR||flir sys inc||3.33%|
|12||GD||general dynamics corp||3.33%|
|13||HEI||heico corp new||3.33%|
|14||HEI.A||heico corp new cl a||3.34%|
|15||HII||huntington ingalls industries inc||3.33%|
|16||HXL||hexcel corp new||3.34%|
|17||KLXI||klx inc com||3.34%|
|18||KTOS||kratos defense & sec solutions new||3.33%|
|19||LDOS||leidos hldgs inc||3.33%|
|20||LLL||l-3 communications hldgs inc||3.34%|
|21||LMT||lockheed martin corp||3.34%|
|22||MOG.A||moog inc cl a||3.33%|
|23||NOC||northrop grumman corp||3.33%|
|24||OA||orbital atk inc new||3.33%|
|26||SPR||spirit aerosystems hldgs inc com cl a||3.33%|
|27||TDG||transdigm group inc com||3.34%|
|28||TDY||teledyne technologies inc||3.34%|
|29||TGI||triumph group inc new||3.34%|
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.