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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: April 20, 2018

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

  Folio S&P 500
One Month -2.32% -1.42%
Three Month -9.11% -4.52%
Year to Date -4.35% 0.44%
One Year 17.56% 15.94%
Three year
(Annualized)
6.82% 10.66%
Five Year
(Annualized)
8.65% 13.75%
Since Inception 3.45% N/A
1 Year Volatility 13.03% 12.13%

* 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 shs3.34%
2AVGObroadcom ltd shs3.34%
3CHKPcheck point software tech ltd ord3.33%
4DCMYYntt docomo inc spons adr3.33%
5EDUnew oriental ed & tech grp inc spon adr3.33%
6ESLTelbit sys ltd ord3.34%
7FGfgl holdings ord shs3.33%
8FLEXflex ltd ord3.33%
9HDBhdfc bank ltd adr reps 3 shs3.33%
10HIMXhimax technologies inc sponsored adr3.34%
11HMChonda motor ltd amern shs3.33%
12INFYinfosys ltd adr3.33%
13IXorix corp adr3.33%
14KBkb financial group inc sponsored adr ad3.33%
15LNline corp sponsored adr3.33%
16MLNXmellanox technologies ltd shs3.34%
17MTLmechel oao sponsored adr3.34%
18MUFGmitsubishi ufj finl group inc ads3.33%
19NICEnice ltd adr3.33%
20NMRnomura hldgs inc adr3.34%
21ORBKorbotech ltd ord3.33%
22PKXposco adr3.33%
23SHGshinhan finl group co ltd spn adr restrd3.34%
24SIMOsilicon motion technology corp sponsored3.34%
25SKMsk telecom ltd adr3.33%
26SMFGsumitomo mitsui finl group inc sponsored3.33%
27TKCturkcell iletisim hizmetleri adr3.33%
28TLKp t telekomunikasi indonesia adr3.34%
29TSMtaiwan semiconductor mfg ltd adr3.33%
30WFwoori bk adr3.33%

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.