The Mid-Cap Growth folio was developed for investors seeking aggressive long-term capital appreciation with higher volatility.
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*
|Year to Date||17.23%||5.9%|
|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.
(% of Folio)
|1||AL||air lease corp cl a||3.33%|
|2||AMCX||amc networks inc cl a||3.33%|
|3||AXL||american axle & mfg hldgs inc||3.34%|
|4||COR||coresite rlty corp com||3.34%|
|5||DY||dycom inds inc||3.33%|
|6||EVR||evercore inc class a||3.33%|
|7||EXP||eagle materials inc||3.33%|
|8||FIVE||five below inc com||3.34%|
|9||HLI||houlihan lokey inc cl a||3.33%|
|10||HQY||healthequity inc com||3.33%|
|11||HTHT||china lodging group ltd sponsored adr||3.33%|
|12||INGN||inogen inc com||3.34%|
|13||JBT||john bean technologies corp com||3.34%|
|14||LCII||lci inds com new||3.34%|
|15||LGND||ligand pharmaceuticals inc cl b||3.33%|
|16||MDSO||medidata solutions inc com||3.33%|
|17||MPWR||monolithic pwr sys inc||3.34%|
|18||OLLI||ollies bargain outlt hldgs inc com||3.33%|
|19||PAYC||paycom software inc com||3.33%|
|20||POST||post holdings inc new||3.34%|
|21||PSXP||phillips 66 partners lp com unit rep int||3.33%|
|22||QLYS||qualys inc com||3.33%|
|23||SEDG||solaredge technologies inc com||3.33%|
|24||SFM||sprouts fmrs mkt inc com||3.33%|
|25||STMP||stamps com inc new||3.33%|
|26||TPL||texas pac ld tr sub ctf prop i t||3.34%|
|27||TREE||lendingtree inc new||3.33%|
|28||VEEV||veeva sys inc cl a com||3.33%|
|29||WWE||world wrestling entmt inc cl a||3.33%|
|30||ZBRA||zebra technologies corp cl a||3.34%|
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.