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: January 22, 2018
Inception Date: 2000-09-07 00:00:00.0
Date Funded: 2009-08-31*
|Year to Date||2.65%||6.05%|
|1 Year Volatility||9.4%||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)
|3||BAX||baxter intl inc||3.34%|
|5||CHTR||charter communications inc del cl a new||3.33%|
|6||CMS||cms energy corp||3.33%|
|7||COF||capital one finl corp||3.34%|
|8||DFS||discover finl svcs com||3.33%|
|9||DISCA||discovery communicatns new com ser a||3.33%|
|10||FFIV||f5 networks inc||3.34%|
|11||FL||foot locker inc||3.33%|
|12||FLIR||flir sys inc||3.33%|
|14||GIS||general mls inc||3.33%|
|15||HP||helmerich & payne inc||3.33%|
|16||IP||intl paper co||3.34%|
|18||LNC||lincoln natl corp ind||3.33%|
|19||MRO||marathon oil corp new||3.34%|
|20||NBL||noble energy inc||3.34%|
|22||SYF||synchrony finl com||3.33%|
|23||TROW||price t rowe group inc com||3.33%|
|24||TRV||travelers companies inc||3.33%|
|25||UAL||united contl hldgs inc com||3.34%|
|26||ULTA||ulta beauty inc new||3.33%|
|27||USB||us bancorp del||3.33%|
|28||UTX||united technologies corp||3.33%|
|29||WFC||wells fargo & co new||3.34%|
|30||ZBH||zimmer hldgs inc||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.