The Analyst Selection folio was developed for investors seeking high capital appreciation potential with higher volatility and asset turnover.
The Analyst Selection folio consists of stocks with the strongest buy ratings from equity analysts covering the respective stocks.
Analysts rate equities from a numerical scale of 1 (strongest buy rating) to 5 (strongest sell rating). As such, the closer a stock’s rating is to 1, the more strongly analysts recommend the stock. Markets and economic conditions can change quickly and well-liked companies can quickly go out of favor.
Last Updated: April 23, 2018
Inception Date: 2000-09-07 00:00:00.0
Date Funded: 2009-08-31*
|Year to Date||5.67%||0.45%|
|1 Year Volatility||14.25%||12.11%|
* 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||A||agilent technologies inc||3.33%|
|2||ALXN||alexion pharmaceuticals inc||3.34%|
|3||AMAT||applied matls inc||3.33%|
|4||AME||ametek inc new||3.33%|
|5||AMG||affiliated managers group||3.34%|
|6||AMT||american tower reit com||3.34%|
|7||AMZN||amazon com inc||3.33%|
|8||AVGO||broadcom ltd shs||3.33%|
|9||CRM||salesforce com inc||3.34%|
|10||DAL||delta air lines inc del new||3.34%|
|11||EQIX||equinix inc new||3.34%|
|12||ETFC||e trade financial corp new||3.34%|
|13||FB||facebook inc cl a||3.33%|
|15||FOX||twenty-first century fox inc new||3.33%|
|16||GOOG||alphabet inc cap stk cl c||3.34%|
|18||HON||honeywell intl inc||3.33%|
|20||LUK||leucadia natl corp||3.34%|
|21||MA||mastercard inc com||3.33%|
|22||NBL||noble energy inc||3.33%|
|23||NEE||nextera energy inc||3.33%|
|24||PM||philip morris intl inc com||3.33%|
|25||PWR||quanta svcs inc||3.34%|
|26||PXD||pioneer nat res co||3.33%|
|28||TMO||thermo fisher scientific inc||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.