Ready-to-Go Folios: Banks Folio

Sector/Industry Folios | All Folios

Objective

The Banks folio was developed for investors seeking aggressive growth with significant volatility.

Strategy

The Banks folio consists of the largest companies that are principally engaged in banking. Companies range from small regional banks to large international banking conglomerates.

The exposure of the folio to both domestic and international banking companies could provide added diversification but may also make the folio more volatile than if it only held banks in established economies.

Last Updated: January 22, 2018

Category: Sector/Industry
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-28*

  Folio S&P 500
One Month 7.99% 5.7%
Three Month 11.62% 10.53%
Year to Date 8.06% 6.05%
One Year 29.44% 27.23%
Three year
(Annualized)
12.48% 13.7%
Five Year
(Annualized)
10.6% 16.03%
Since Inception 6.46% N/A
1 Year Volatility 11.47% 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.

#SymbolCompanyWeight
(% of Folio)
1BACbank of america corporation3.34%
2BBDbanco bradesco s a adr pfd3.34%
3BBTbb&t corp3.33%
4BCSbarclays plc adr3.33%
5BKbank of new york mellon corp3.33%
6BMObank montreal que3.33%
7BNSbank nova scotia halifax3.34%
8BSBRbanco santander brasil s a ads rep 1 un3.33%
9Ccitigroup inc3.34%
10CMcdn imperial bk of commerce3.33%
11CScredit suisse group adr3.33%
12HDBhdfc bank ltd adr reps 3 shs3.34%
13HSBChsbc hldgs plc adr new3.33%
14IBNicici bk ltd adr3.34%
15INGing groep n v adr3.33%
16ITUBitau unibanco holding s.a. adr3.34%
17JPMj p morgan chase & co3.34%
18LYGlloyds banking group plc3.34%
19MFGmizuho finl group inc sponsored adr3.33%
20MTUmitsubishi ufj finl group inc sponsored3.33%
21PNCpnc financial services group3.33%
22RBSroyal bk scotland group plc sp adr rep s3.33%
23SMFGsumitomo mitsui finl group inc sponsored3.33%
24STIsuntrust bks inc3.33%
25STTstate str corp3.33%
26TDtoronto dominion bk ont new3.33%
27UBSubs group ag shs3.33%
28USBus bancorp del3.33%
29WBKwestpac bkg corp adr3.34%
30WFCwells fargo & co new3.33%

Steps to Create This Folio

  1. We selected securities with primary business operations in the Banking industry, as defined by Zacks Investment Research.
  2. We ranked the securities according to market capitalization and selected the 30 securities with the highest market capitalizations.
  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.