The Analyst Growth folio was developed for investors seeking high capital appreciation potential with higher volatility and asset turnover.
The Analyst Growth folio consists of stocks that equity analysts predict will have the highest earnings growth in the next year.
This folio is based on the concept that the companies which analysts predict to have the highest earnings growth may have the highest upside potential. Markets and economic conditions can change quickly and well-liked companies can quickly go out of favor. There is an added component of volatility with high growth companies that miss analyst earning expectations.
Last Updated: January 22, 2018
Inception Date: 2000-09-07 00:00:00.0
Date Funded: 2009-08-31*
|Year to Date||9.37%||6.05%|
|1 Year Volatility||12.0%||6.82%|
* 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||ADBE||adobe sys inc||3.33%|
|2||ADI||analog devices inc||3.33%|
|3||ALGN||align technology inc||3.34%|
|4||AMAT||applied matls inc||3.34%|
|5||AMZN||amazon com inc||3.33%|
|6||ATVI||activision blizzard inc||3.34%|
|7||AVGO||broadcom ltd shs||3.33%|
|8||BAX||baxter intl inc||3.34%|
|9||BMY||bristol myers squibb co||3.33%|
|10||CHTR||charter communications inc del cl a new||3.33%|
|11||CNC||centene corp del||3.33%|
|12||CRM||salesforce com inc||3.34%|
|13||DE||deere & co||3.34%|
|14||DLTR||dollar tree stores inc||3.33%|
|15||ETFC||e trade financial corp new||3.33%|
|16||FB||facebook inc cl a||3.33%|
|17||KHC||kraft heinz co com||3.33%|
|18||LRCX||lam research corp||3.33%|
|19||MCHP||microchip technology inc||3.33%|
|20||MGM||mgm resorts international com||3.33%|
|21||MLM||martin marietta matls inc||3.34%|
|22||MSI||motorola solutions, inc new||3.33%|
|23||MU||micron technology inc||3.34%|
|24||NFLX||netflix com inc||3.33%|
|26||PHM||pulte group inc||3.33%|
|27||PWR||quanta svcs inc||3.33%|
|28||RJF||raymond james financial inc||3.33%|
|29||SCHW||schwab charles corp new||3.34%|
|30||WDC||western digital corp||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.