The Consumer Staples 5 folio was developed for investors seeking moderate capital appreciation and income with moderate volatility.
The Consumer Staples 5 folio consists of the 5 largest companies in the consumer staples sector. This sector includes companies that produce staples such as 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 20, 2018
Inception Date: 2001-03-11 00:00:00.0
Date Funded: 2009-08-28*
|Year to Date||-7.23%||5.9%|
|1 Year Volatility||12.82%||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||BUD||anheuser busch inbev sa/nv adr||20.00%|
|2||KO||coca cola co||20.00%|
|4||PG||procter & gamble co||20.00%|
|5||PM||philip morris intl inc com||20.00%|
There are generally 5 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.