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Ready-to-Go Folios: Construction Folio

Sector/Industry Folios | All Folios

Objective

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

Strategy

The Construction folio consists of large companies that range from building material providers to housing manufacturers.

As global population grows, construction companies tend to attract new business and focus more of their operations internationally. Rapid development in Eastern Asia, many parts of Africa, and South America, as well as rapidly increasing GDP in large nations such as China and India could translate into increased demand for new construction.

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 0.39% 1.38%
Three Month 0.0% 5.44%
Year to Date -7.83% 5.9%
One Year 8.36% 15.5%
Three year
(Annualized)
12.91% 11.89%
Five Year
(Annualized)
11.68% 12.92%
Since Inception 9.55% N/A
1 Year Volatility 14.97% 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)
1ACMaecom corp delaware com3.33%
2AYIacuity brands inc3.33%
3CRHcrh plc adr3.33%
4CXcemex s a adr 5 ord3.33%
5DHId r horton inc3.33%
6EMEemcor group inc3.34%
7EXPeagle materials inc3.34%
8FLRfluor corp3.33%
9FNDfloor & decor hldgs inc cl a3.33%
10JECjacobs engr group inc del3.33%
11JHXjames hardie industries plc adr3.33%
12LENlennar corp3.34%
13LEN.Blennar corp cl b3.33%
14LIIlennox intl inc3.33%
15LPXlouisiana pac corp3.34%
16MASmasco corp3.34%
17MLMmartin marietta matls inc3.34%
18NVRnvr inc3.34%
19OCowens corning new3.33%
20PHMpulte group inc3.33%
21PWRquanta svcs inc3.34%
22RPMrpm inc ohio3.33%
23RYNrayonier inc3.33%
24SHWsherwin williams co3.34%
25THOthor inds inc3.34%
26TOLtoll brothers inc3.33%
27USGu s g corp new3.33%
28VMCvulcan matls co3.33%
29WSOwatsco inc3.33%
30WYweyerhaeuser co3.33%

Steps to Create This Folio

  1. We selected companies with primary business operations in the Construction sector, 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.