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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: July 20, 2018

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

  Folio S&P 500
One Month -1.99% 1.38%
Three Month 6.7% 5.44%
Year to Date 13.6% 5.9%
One Year 25.1% 15.5%
Three year
(Annualized)
13.16% 11.89%
Five Year
(Annualized)
15.03% 12.92%
Since Inception 3.74% N/A
1 Year Volatility 15.04% 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.

#SymbolCompanyWeight
(% of Folio)
1ABBVabbvie inc com3.33%
2ABMDabiomed inc3.33%
3ALGNalign technology inc3.33%
4AOSsmith a o3.33%
5CBOEcboe global markets inc new3.35%
6CBREcbre group, inc new3.33%
7FANGdiamondback energy inc com3.33%
8HDhome depot inc3.33%
9ILMNillumina inc3.33%
10KLACkla-tencor corp3.33%
11LEAlear corp com new3.33%
12LKQlkq corp3.34%
13MAmastercard inc com3.34%
14MMPmagellan midstream prtnrs lp com unit rp3.33%
15MNSTmonster beverage corporation new3.34%
16MSCImsci inc cl a3.33%
17NFLXnetflix com inc3.34%
18NVDAnvidia corp3.33%
19NVRnvr inc3.33%
20ODFLold dominion fght lines inc3.33%
21ORLYo reilly automotive inc3.33%
22RHTred hat inc3.34%
23SBUXstarbucks corp3.33%
24SCHWschwab charles corp new3.34%
25SEICsei investments co3.33%
26SHWsherwin williams co3.33%
27SIVBsvb finl group3.34%
28STZconstellation brands inc cl a3.34%
29TALtal ed group ads repstg com3.33%
30WRKwestrock co com3.33%

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.