The Moderate folio was developed for investors seeking market level returns and volatility.
The Moderate folio is designed to have a risk and return profile similar to that of the market, specifically the S&P 500.
The folio is expected to achieve higher long-term returns than the Conservative folio with lower overall volatility than the Aggressive folio.
Last Updated: July 13, 2018
Category: Investment Style
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-31*
|Year to Date||0.89%||5.86%|
|1 Year Volatility||15.13%||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||AGN||allergan plc shs||3.33%|
|2||AGRO||adecoagro s a com||3.33%|
|3||ARW||arrow electrs inc||3.33%|
|5||CCS||century cmntys inc com||3.33%|
|6||CLDT||chatham lodging tr com||3.33%|
|7||CPE||callon pete co del||3.33%|
|8||CSL||carlisle cos inc||3.33%|
|9||CUK||carnival plc adr adr||3.33%|
|10||CVS||cvs health corporation com||3.33%|
|11||DAL||delta air lines inc del new||3.34%|
|12||FNSR||finisar corp new||3.34%|
|13||HII||huntington ingalls industries inc||3.33%|
|14||KRA||kraton corp com||3.34%|
|15||LABL||multi color corp||3.34%|
|17||MNK||mallinckrodt pub ltd co new||3.33%|
|18||NWL||newell brands inc||3.33%|
|19||PAM||pampa hldg s a spons adr lvl i||3.33%|
|20||PBH||prestige brands hldgs inc||3.34%|
|21||PNFP||pinnacle finl partners inc||3.34%|
|22||SFNC||simmons 1st natl corp cl a $5 par||3.33%|
|24||SSB||south st corp com new||3.33%|
|25||STL||sterling bancorp new||3.34%|
|26||SYKE||sykes enterprises inc||3.33%|
|27||TECD||tech data corp||3.34%|
|28||TEP||tallgrass energy partners lp com unit||3.33%|
|29||UCTT||ultra clean hldgs inc||3.34%|
|30||ZBH||zimmer hldgs 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.