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Ready-to-Go Folios: Biotechnology Folio

Sector/Industry Folios | All Folios

Objective

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

Strategy

The Biotechnology folio consists of large companies that range from drug therapy providers to genetic testing services.

Biotechnology companies have improved agricultural output for developing nations, enhanced the nutrition of foods, and produced medicines to cure or treat many different diseases. Breakthroughs are occurring throughout the industry and demand for biotech companies to produce more and better products could continue as science helps people live longer.

Last Updated: July 20, 2018

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

  Folio S&P 500
One Month 0.8% 1.38%
Three Month 17.85% 5.44%
Year to Date 19.08% 5.9%
One Year 12.42% 15.5%
Three year
(Annualized)
1.85% 11.89%
Five Year
(Annualized)
17.3% 12.92%
Since Inception 11.22% N/A
1 Year Volatility 19.78% 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)
1ALKSalkermes pls shr3.34%
2ALXNalexion pharmaceuticals inc3.33%
3AMGNamgen inc3.34%
4ARGXargenx se sponsored adr3.34%
5ARRYarray biopharma inc3.33%
6ASNDascendis pharma a s sponsored adr3.33%
7BGNEbeigene ltd sponsored adr3.33%
8BIIBbiogen inc3.34%
9BMRNbiomarin pharmaceutical inc3.33%
10BPMCblueprint medicines corp com3.33%
11CBPOchina biologic prods inc com3.33%
12CELGcelgene corp3.33%
13EBSemergent biosolutions inc com3.33%
14EXASexact sciences corp3.33%
15FOLDamicus therapeutics inc com3.34%
16GILDgilead sciences inc3.34%
17GLPGgalapagos nv spon adr3.33%
18HALOhalozyme therapeutics inc3.34%
19IARTintegra lifesciences hldgs cp new3.34%
20ILMNillumina inc3.33%
21IMMUimmunomedics inc3.34%
22INCYincyte genomics, inc3.33%
23LGNDligand pharmaceuticals inc cl b3.33%
24QGENqiagen n v ord3.33%
25RAREultragenyx pharmaceutical inc com3.33%
26REGNregeneron pharmaceuticals3.33%
27SGENseattle genetics inc3.33%
28SRPTsarepta therapeutics inc new3.33%
29TECHbio techne corp new3.34%
30VRTXvertex pharmaceuticals inc3.33%

Steps to Create This Folio

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