The Consumer Staples folio was developed for investors seeking moderate capital appreciation and income with moderate volatility.
The Consumer Staples folio consists of the largest companies in the consumer staples sector. This sector includes companies that produce food, tobacco, pharmaceuticals, and household products.
Consumer staples have historically not moved in tandem with the markets, because even in an economic downturn, people generally continued to use them. As a result, consumer staples are expected to provide a source of stability.
Last Updated: July 19, 2018
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-28*
|Year to Date||-5.24%||6.0%|
|1 Year Volatility||11.39%||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.
(% of Folio)
|1||ABEV||ambev sa sponsored adr||3.33%|
|2||ADM||archer daniels midland co||3.33%|
|3||BF.A||brown forman corp cl a||3.35%|
|4||BTI||british amern tob plc adr||3.34%|
|5||BUD||anheuser busch inbev sa/nv adr||3.33%|
|6||CCE||coca-cola enterprises inc new com||3.33%|
|7||CL||colgate palmolive co||3.33%|
|8||CLX||clorox co del||3.33%|
|9||DEO||diageo p l c adr new||3.34%|
|10||EL||lauder estee cos inc cl a||3.33%|
|11||FMX||fomento economico mexicano s.a.b. de cv||3.33%|
|12||GIS||general mls inc||3.34%|
|13||HRL||hormel foods corp||3.33%|
|14||HSY||hershey co com||3.33%|
|16||KDP||keurig dr pepper inc new||3.33%|
|17||KHC||kraft heinz co com||3.33%|
|18||KO||coca cola co||3.33%|
|19||MDLZ||mondelez intl inc cl a||3.34%|
|20||MNST||monster beverage corporation new||3.34%|
|21||MO||altria group inc||3.33%|
|23||PG||procter & gamble co||3.33%|
|24||PM||philip morris intl inc com||3.33%|
|25||STZ||constellation brands inc cl a||3.33%|
|27||TAP||molson coors brewing co cl b||3.34%|
|28||TSN||tyson foods inc cl a||3.34%|
|29||UL||unilever plc adr new||3.33%|
|30||UN||unilever n v n y shs new||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.