The Large-Cap Blend folio was developed for investors seeking long-term capital appreciation with higher volatility.
The Large-Cap Blend folio consists of companies that have high earnings growth potential and appear undervalued based on their price-to-book ratio, in comparison to the overall market. Large-cap companies are defined as having market capitalizations above $11 billion USD.
A blend investing strategy provides aspects of both value and growth investing styles, without making the difficult determination as to which style the market may favor. Blend folios are intended to be less volatile then their large-cap growth counterparts and generally offer lower risk than small- and mid-caps. This folio’s broad diversification may potentially makes it less volatile than large-cap blend mutual funds that may have more concentrated portfolios.
Last Updated: January 22, 2018
Category: Investment Style
Inception Date: 2000-10-26 00:00:00.0
Date Funded: 2009-08-31*
|Year to Date||5.68%||6.05%|
|1 Year Volatility||8.9%||6.82%|
* 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||AET||aetna inc new com||3.33%|
|3||AMTD||td ameritrade hldg corp cl a||3.34%|
|4||AWK||american wtr wks co inc new com||3.34%|
|6||CBG||cbre group, inc new||3.33%|
|7||CBOE||cboe global markets inc new||3.33%|
|8||CMCSA||comcast corp new class a||3.34%|
|9||COL||rockwell collins inc||3.33%|
|10||CTSH||cognizant technology solutions cl a||3.33%|
|11||DISH||dish network corp cl a||3.34%|
|14||GPN||global pmts inc||3.33%|
|15||HON||honeywell intl inc||3.34%|
|16||HSIC||schein henry inc||3.34%|
|19||LEA||lear corp com new||3.33%|
|21||LRCX||lam research corp||3.33%|
|22||MKC||mccormick & co inc non vtg||3.33%|
|23||SCHW||schwab charles corp new||3.34%|
|24||SIVB||svb finl group||3.34%|
|25||SNI||scripps networks interact inc cl a com||3.33%|
|26||STLD||steel dynamics inc||3.33%|
|27||STZ||constellation brands inc cl a||3.33%|
|28||TRP||transcanada corp ltd||3.33%|
|29||TSM||taiwan semiconductor mfg ltd adr||3.34%|
|30||VMC||vulcan matls co||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.