The Basic Materials folio was developed for investors seeking aggressive long-term capital appreciation with significant volatility.
The Basic Materials folio consists of companies primarily engaged in the refining of metals, creation of chemicals, processing of forestry resources and manufacturing of tools and other industrial equipment.
Companies in the Basic Materials sector have historically been sensitive to changes in the business cycle and the sector depends on a strong economy. As such, the folio is usually more cyclical—meaning that it generally rallies during a booming market and has a better chance of being negatively affected during an economic downturn.
Last Updated: January 22, 2018
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-28*
|Year to Date||6.04%||6.05%|
|1 Year Volatility||11.04%||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)
|1||ABX||barrick gold corp||3.33%|
|2||APD||air prods & chems inc||3.33%|
|3||BBL||bhp billiton plc adr||3.34%|
|4||BHP||bhp ltd adr||3.34%|
|5||CAT||caterpillar inc del||3.33%|
|6||DE||deere & co||3.33%|
|7||DWDP||dowdupont inc com||3.33%|
|9||EMR||emerson elec co||3.33%|
|10||ETN||eaton corp plc shares||3.33%|
|11||IP||intl paper co||3.33%|
|13||ITW||illinois tool wks inc||3.33%|
|14||JCI||johnson ctls intl plc shs||3.34%|
|15||LYB||lyondellbasell industries n v shs - a -||3.33%|
|16||MON||monsanto co new||3.33%|
|17||NEM||newmont mining corp||3.34%|
|18||NTR||nutrien ltd com||3.33%|
|20||PH||parker hannifin corp||3.34%|
|22||PPG||ppg inds inc||3.33%|
|24||RIO||rio tinto plc adr||3.33%|
|25||ROK||rockwell automation inc||3.33%|
|26||ROP||roper inds inc new||3.33%|
|27||SWK||stanley black & decker inc com||3.33%|
|28||TS||tenaris s a adr||3.33%|
|29||VALE||vale s a adr doce sponsored adr||3.34%|
|30||WRK||westrock co com||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.