1-888-485-3456 Free Online Demo Login
MENU

Ready-to-Go Folios: Large-Cap Growth Folio

Investment Style Folios | All Folios

Objective

The Large-Cap Growth folio was developed for investors seeking aggressive long-term capital appreciation with higher volatility.

Strategy

The Large-Cap Growth folio consists of large-cap companies with high earnings growth potential, in comparison to the overall market. Large-cap companies are defined as having market capitalizations above $11 billion USD.

This folio provides the long-term growth potential of large companies that are well established in their respective industries with potential for above-average earnings growth. These companies tend to enjoy strong market positions, seasoned management teams, solid financial conditions, and above-average earnings growth and profitability. This folio’s broad diversification open it up to less volatility than large-cap growth funds that have more concentrated portfolios.

Last Updated: October 19, 2018

Category: Investment Style
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-31*

  Folio S&P 500
One Month -9.59% -4.7%
Three Month -9.8% -0.84%
Year to Date 3.17% 5.11%
One Year 8.6% 10.13%
Three year
(Annualized)
11.41% 13.11%
Five Year
(Annualized)
10.75% 11.95%
Since Inception 3.15% N/A
1 Year Volatility 15.79% 13.48%

* 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.

Note: Tickers and weights for RTG Folios are only available when logged in.

Steps to Create This Folio

  1. We identified large-cap stocks as those having market capitalizations greater than $11 billion and consistent sales and earnings growth over the past year.
  2. We determined the average sales and earnings growth projections in a given sector.
  3. We screened for stocks with above-average earnings growth and sales projections compared to the sector average.
  4. We ranked these large-cap stocks and targeted the sector weights to be comparable to those of the S&P 500.
  5. We equally weighted all securities in the folio.

Number of Securities

There are generally 30 securities in the folio.

Update Frequency

Quarterly.

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.