The Large-Cap Growth folio was developed for investors seeking aggressive long-term capital appreciation with higher volatility.
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: January 22, 2018
Category: Investment Style
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-31*
|Year to Date||8.53%||6.05%|
|1 Year Volatility||9.43%||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||ABBV||abbvie inc com||3.33%|
|2||ABC||amerisourcebergen corp com cl a||3.33%|
|3||ALGN||align technology inc||3.33%|
|4||AMZN||amazon com inc||3.33%|
|5||AOS||smith a o||3.33%|
|6||CBG||cbre group, inc new||3.35%|
|7||CBOE||cboe global markets inc new||3.33%|
|8||CDW||cdw corp com||3.33%|
|9||FANG||diamondback energy inc com||3.33%|
|11||HD||home depot inc||3.33%|
|14||MA||mastercard inc com||3.33%|
|15||MAR||marriott intl inc new cl a||3.33%|
|16||MMP||magellan midstream prtnrs lp com unit rp||3.33%|
|17||MNST||monster beverage corporation new||3.34%|
|18||NFLX||netflix com inc||3.34%|
|21||ORLY||o reilly automotive inc||3.33%|
|22||RHT||red hat inc||3.34%|
|23||SCHW||schwab charles corp new||3.34%|
|24||SEIC||sei investments co||3.33%|
|25||SHW||sherwin williams co||3.33%|
|26||SIVB||svb finl group||3.33%|
|27||STZ||constellation brands inc cl a||3.34%|
|28||TAL||tal ed group ads repstg com||3.33%|
|29||WP||vantiv inc cl a||3.34%|
|30||WRK||westrock co com||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.