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

Investment Style Folios | All Folios

Objective

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

Strategy

The Mid-Cap Growth folio consists of companies with high earnings growth potential, in comparison to the overall market. Mid-cap companies are defined as having market capitalizations between $1.7 billion and $11 billion USD.

This folio provides the long-term growth potential of medium-sized companies with attractive growth prospects. These companies tend to have successfully weathered their start-up years, offer proven products and services, have experienced management teams, and can often finance their own growth. Growth stocks generally have higher valuations and lower dividend yields than stocks of slower-growth or cyclical firms. Growth stocks also tend to be more volatile than value stocks. This folio’s broad diversification may potentially makes it less volatile than mid-cap growth mutual funds that may 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 1.17% 1.38%
Three Month 17.17% 5.44%
Year to Date 17.23% 5.9%
One Year 30.98% 15.5%
Three year
(Annualized)
13.24% 11.89%
Five Year
(Annualized)
15.14% 12.92%
Since Inception 8.77% N/A
1 Year Volatility 14.73% 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)
1ALair lease corp cl a3.33%
2AMCXamc networks inc cl a3.33%
3AXLamerican axle & mfg hldgs inc3.34%
4CORcoresite rlty corp com3.34%
5DYdycom inds inc3.33%
6EVRevercore inc class a3.33%
7EXPeagle materials inc3.33%
8FIVEfive below inc com3.34%
9HLIhoulihan lokey inc cl a3.33%
10HQYhealthequity inc com3.33%
11HTHTchina lodging group ltd sponsored adr3.33%
12INGNinogen inc com3.34%
13JBTjohn bean technologies corp com3.34%
14LCIIlci inds com new3.34%
15LGNDligand pharmaceuticals inc cl b3.33%
16MDSOmedidata solutions inc com3.33%
17MPWRmonolithic pwr sys inc3.34%
18OLLIollies bargain outlt hldgs inc com3.33%
19PAYCpaycom software inc com3.33%
20POSTpost holdings inc new3.34%
21PSXPphillips 66 partners lp com unit rep int3.33%
22QLYSqualys inc com3.33%
23SEDGsolaredge technologies inc com3.33%
24SFMsprouts fmrs mkt inc com3.33%
25STMPstamps com inc new3.33%
26TPLtexas pac ld tr sub ctf prop i t3.34%
27TREElendingtree inc new3.33%
28VEEVveeva sys inc cl a com3.33%
29WWEworld wrestling entmt inc cl a3.33%
30ZBRAzebra technologies corp cl a3.34%

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 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 mid-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.