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Ready-to-Go Folios: Asia Folio

Geographic Folios | All Folios

Objective

The Asia folio was developed for investors seeking higher capital appreciation potential and diversification through Asian markets.

Strategy

The Asia folio consists of established companies with primary business operations in the Asian region.

Because these economies, and those of other countries in the region, are generally in an earlier stage of development than more developed economies, they may provide greater long-term growth potential than developed markets.

Last Updated: July 20, 2018

Category: Geographic
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-28*

  Folio S&P 500
One Month -2.75% 1.38%
Three Month -6.57% 5.44%
Year to Date -10.43% 5.9%
One Year 2.31% 15.5%
Three year
(Annualized)
6.37% 11.89%
Five Year
(Annualized)
7.16% 12.92%
Since Inception 3.03% N/A
1 Year Volatility 13.67% 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.

#SymbolCompanyWeight
(% of Folio)
1ACHaluminum corp china ltd adr h shs3.33%
2CAJcanon inc adr3.33%
3CEOcnooc ltd adr3.33%
4CHKPcheck point software tech ltd ord3.33%
5CHLchina mobile limited adr3.34%
6CHTchunghwa telecom co ltd adr new113.33%
7CISNcision ltd3.34%
8EDUnew oriental ed & tech grp inc spon adr3.34%
9ESLTelbit sys ltd ord3.34%
10FGfgl holdings ord shs3.33%
11HDBhdfc bank ltd adr reps 3 shs3.33%
12INFYinfosys ltd adr3.34%
13IXorix corp adr3.34%
14KBkb financial group inc sponsored adr ad3.33%
15LFCchina life ins co ltd adr rep h3.33%
16LPLlg display company ltd. spons adr rep3.33%
17MBTmobile telesystems ojsc adr3.33%
18MLCOmelco resorts & entertainment ltd adr3.33%
19MTLmechel oao sponsored adr3.34%
20MUFGmitsubishi ufj finl group inc ads3.33%
21NVMInova measuring instruments ltd3.34%
22ORBKorbotech ltd ord3.34%
23PKXposco adr3.33%
24SHGshinhan finl group co ltd spn adr restrd3.34%
25SKMsk telecom ltd adr3.33%
26SMFGsumitomo mitsui finl group inc sponsored3.33%
27TSEMtower semiconductor ltd ord3.33%
28TSMtaiwan semiconductor mfg ltd adr3.33%
29WFwoori bk adr3.33%
30ZNHchina southn airls ltd adr cl h3.33%

Steps to Create This Folio

  1. We ranked all Asian companies, as defined by Zacks Investment Research, with U.S.-listed ADRs according to their market capitalization.
  2. We selected the top 30 securities.
  3. We equally weighted all securities in the folio.

Number of Securities

There are generally 30 securities in the folio.

Update Frequency

Quarterly.

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.