The Analyst Upgrade folio was developed for investors seeking high capital appreciation potential with higher volatility and asset turnover.
The Analyst Upgrade folio is comprised of stocks that have had the greatest improvement in analyst ratings over the past month.
If a company has multiple ratings improvements, it may signify potential opportunities for capital appreciation. Markets and economic conditions can change quickly and well-liked companies can quickly go out of favor.
Last Updated: July 13, 2018
Inception Date: 2000-09-07 00:00:00.0
Date Funded: 2009-08-31*
|Year to Date||0.78%||5.86%|
|1 Year Volatility||10.93%||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)
|1||AIG||american intl group inc||3.34%|
|3||ANTM||anthem inc new||3.34%|
|4||AVY||avery dennison corp||3.33%|
|5||CFG||citizens finl group inc com||3.33%|
|6||CMG||chipotle mexican grill inc cl a||3.33%|
|7||CNP||centerpoint energy inc com||3.33%|
|8||DISCA||discovery communicatns new com ser a||3.34%|
|11||HII||huntington ingalls industries inc||3.33%|
|12||HRL||hormel foods corp||3.33%|
|13||IRM||iron mtn inc new com||3.33%|
|15||LLY||lilly eli & co||3.33%|
|17||MLM||martin marietta matls inc||3.33%|
|18||MPC||marathon pete corp com||3.33%|
|20||NLSN||nielsen holdings b v com||3.33%|
|21||OXY||occidental pete corp del||3.33%|
|22||PBCT||peoples united financial inc com||3.34%|
|24||PHM||pulte group inc||3.33%|
|25||RSG||republic svcs inc||3.33%|
|26||SEE||sealed air corp new||3.33%|
|27||TSCO||tractor supply co||3.34%|
|29||VLO||valero energy corp new||3.33%|
|30||VMC||vulcan matls co||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.