The Financial folio was developed for investors seeking aggressive capital growth with significant volatility.
The Financial folio is comprised of the largest companies in the financial services industry. Banks, investment banks, credit card providers, and insurance companies all contribute to the financial sector folio.
Integrating several different facets of the financial services market in this folio provides a diversification benefit not seen in more targeted banking sector strategies. Investing across the financial sectors—instead of focusing solely on banks or insurance companies—reduces company and sector specific risk.
Last Updated: January 19, 2018
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-28*
|Year to Date||5.53%||5.2%|
|1 Year Volatility||10.32%||6.77%|
* 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||AIG||american intl group inc||3.33%|
|2||AMT||american tower reit com||3.33%|
|3||AXP||american express co||3.34%|
|4||BAC||bank of america corporation||3.34%|
|5||BK||bank of new york mellon corp||3.34%|
|6||BLK||blackrock inc cl a||3.34%|
|7||BMO||bank montreal que||3.33%|
|8||BNS||bank nova scotia halifax||3.33%|
|9||BRK.B||berkshire hathaway inc del cl b new||3.33%|
|11||CB||chubb limited new||3.34%|
|12||GS||goldman sachs group inc||3.33%|
|13||HDB||hdfc bank ltd adr reps 3 shs||3.33%|
|14||HSBC||hsbc hldgs plc adr new||3.33%|
|15||ING||ing groep n v adr||3.33%|
|16||JPM||j p morgan chase & co||3.33%|
|17||LFC||china life ins co ltd adr rep h||3.33%|
|19||MS||morgan stanley new||3.34%|
|20||MTU||mitsubishi ufj finl group inc sponsored||3.33%|
|21||PNC||pnc financial services group||3.33%|
|22||PUK||prudential plc adr||3.34%|
|23||SCHW||schwab charles corp new||3.34%|
|24||SMFG||sumitomo mitsui finl group inc sponsored||3.34%|
|25||SPG||simon ppty group inc new||3.33%|
|26||TD||toronto dominion bk ont new||3.33%|
|27||UBS||ubs group ag shs||3.33%|
|28||USB||us bancorp del||3.33%|
|29||WBK||westpac bkg corp adr||3.33%|
|30||WFC||wells fargo & co new||3.34%|
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.