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Ready-to-Go Folios: Mid-Cap Blend Folio

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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: April 20, 2018

Category: Investment Style
Inception Date: 2000-10-26 00:00:00.0
Date Funded: 2009-08-31*

  Folio S&P 500
One Month -0.37% -1.42%
Three Month -6.13% -4.52%
Year to Date -2.36% 0.44%
One Year 4.04% 15.94%
Three year
5.03% 10.66%
Five Year
13.02% 13.75%
Since Inception 9.12% N/A
1 Year Volatility 13.54% 12.13%

* 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)
1AEOamerican eagle outfitters new3.34%
2BGSb & g foods inc new cl a3.33%
3BRKSbrooks automation inc3.34%
4CBPOchina biologic prods inc com3.34%
5CLGXcorelogic inc3.33%
6CNKcinemark holdings inc com3.33%
7COLMcolumbia sportswear co3.34%
8CONEcyrusone inc com3.33%
9CSLcarlisle cos inc3.33%
10EMEemcor group inc3.33%
11EQMeqt midstream partners lp unit ltd partn3.34%
12ESNTessent group ltd com3.33%
13EWBCeast west bancorp inc3.33%
14EXLSexlservice holdings inc com3.34%
15FLIRflir sys inc3.33%
16FULfuller h b co3.33%
17GBCIglacier bancorp inc new3.34%
18GNTXgentex corp3.33%
19HUBGhub group inc cl a3.33%
20LADlithia mtrs inc cl a3.34%
21MDPmeredith corp3.33%
22MLNXmellanox technologies ltd shs3.33%
23MTSIma com technology solutions com3.34%
24QGENqiagen n v ord3.33%
25TTEKtetra tech inc new3.33%
26UTHRunited therapeutics corp del3.33%
27VNOMviper energy partners lp com unt rp int3.33%
28VVCvectren corp3.33%
29WALwestern alliance bancorp3.34%
30WTRaqua america inc3.33%

Steps to Create This Folio

  1. We identified mid-cap stocks as those having market capitalizations between $1.7 billion and $11 billion.
  2. We ranked these mid-cap stocks according to their price-to-book ratios from lowest to highest.
  3. We divided the ranked list into quartiles and determined the median of all the price-to-book ratios.
  4. We targeted the sector weights of the folio to be comparable to the sector weights of the S&P 500.
  5. We selected stocks that had price-to-book ratios closest to the median.
  6. We equally weighted all securities in the folio.

Number of Securities

There are generally 30 securities in the folio.

Update Frequency


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.