The Mid-Cap Blend folio was developed for investors seeking aggressive long-term capital appreciation with higher volatility.
The Mid-Cap Blend folio consists of companies that have both high earnings growth potential and appear undervalued based on their price-to-book ratio, in comparison to the overall market. Mid-cap companies are defined as having market capitalizations between $1.7 billion and $11 billion USD.
A blend investing strategy provides aspects of both value and growth investing without making the difficult determination as to which style the market may favor. Mid-caps may offer greater return potential than larger firms, with less risk than small-caps. This folio’s broad diversification may potentially makes it less volatile than mid-cap blend mutual funds that may have more concentrated portfolios.
Last Updated: January 19, 2018
Category: Investment Style
Inception Date: 2000-10-26 00:00:00.0
Date Funded: 2009-08-31*
|Year to Date||4.01%||5.2%|
|1 Year Volatility||11.27%||6.77%|
* 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||AEO||american eagle outfitters new||3.34%|
|2||BGS||b & g foods inc new cl a||3.33%|
|3||BRKS||brooks automation inc||3.34%|
|4||CBPO||china biologic prods inc com||3.34%|
|6||CNK||cinemark holdings inc com||3.33%|
|7||COLM||columbia sportswear co||3.34%|
|8||CONE||cyrusone inc com||3.33%|
|9||CSL||carlisle cos inc||3.33%|
|10||EME||emcor group inc||3.33%|
|11||EQM||eqt midstream partners lp unit ltd partn||3.34%|
|12||ESNT||essent group ltd com||3.33%|
|13||EWBC||east west bancorp inc||3.33%|
|14||EXLS||exlservice holdings inc com||3.34%|
|15||FLIR||flir sys inc||3.33%|
|16||FUL||fuller h b co||3.33%|
|17||GBCI||glacier bancorp inc new||3.34%|
|19||HUBG||hub group inc cl a||3.33%|
|20||LAD||lithia mtrs inc cl a||3.34%|
|22||MLNX||mellanox technologies ltd shs||3.33%|
|23||MTSI||ma com technology solutions com||3.34%|
|24||QGEN||qiagen n v ord||3.33%|
|25||TTEK||tetra tech inc new||3.33%|
|26||UTHR||united therapeutics corp del||3.33%|
|27||VNOM||viper energy partners lp com unt rp int||3.33%|
|29||WAL||western alliance bancorp||3.34%|
|30||WTR||aqua america inc||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.