The Healthcare folio was developed for investors seeking moderate capital appreciation with moderate volatility.
The Healthcare folio consists of the largest companies with primary business in the medical sector. The companies in the folio are engaged in the research, development, production, or distribution of health-related products and services.
The healthcare field is experiencing rapid technological advances, helping to create more options through new cures and medical procedures that can dramatically improve the quality of life for people of all ages.
Last Updated: July 20, 2018
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-28*
|Year to Date||8.57%||5.9%|
|1 Year Volatility||13.36%||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||ABBV||abbvie inc com||3.33%|
|3||AET||aetna inc new com||3.34%|
|4||AGN||allergan plc shs||3.33%|
|6||ANTM||anthem inc new||3.34%|
|7||AZN||astrazeneca plc adr||3.34%|
|8||BDX||becton dickinson & co||3.34%|
|10||BMY||bristol myers squibb co||3.33%|
|11||BSX||boston scientific corp||3.33%|
|13||ESRX||express scripts inc cl a||3.33%|
|14||GILD||gilead sciences inc||3.34%|
|15||GSK||glaxosmithkline plc sponsored adr adr||3.34%|
|17||ISRG||intuitive surgical inc new||3.33%|
|18||JNJ||johnson & johnson||3.34%|
|19||LLY||lilly eli & co||3.33%|
|20||MDT||medtronic plc shs||3.33%|
|21||MRK||merck & co inc||3.33%|
|22||NVO||novo-nordisk a s adr||3.33%|
|23||NVS||novartis a g adr||3.33%|
|25||SHPG||shire plc adr||3.33%|
|27||TMO||thermo fisher scientific inc||3.33%|
|29||VRTX||vertex pharmaceuticals inc||3.33%|
|30||ZTS||zoetis inc cl a||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.