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: January 19, 2018
Category: Investment Style
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-31*
|Year to Date||2.45%||5.2%|
|1 Year Volatility||11.94%||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||ACHC||acadia healthcare company inc new||3.33%|
|2||AGII||argo group intl hldgs ltd com||3.33%|
|3||ALK||alaska air group inc||3.33%|
|4||AQN||algonquin power & utilities co co||3.33%|
|5||ARW||arrow electrs inc||3.33%|
|6||BABY||natus medical inc del||3.33%|
|7||BIP||brookfield infrast partners lp int unit||3.34%|
|8||CAL||caleres inc new||3.34%|
|9||CCS||century cmntys inc com||3.34%|
|10||CLDT||chatham lodging tr com||3.33%|
|11||CSL||carlisle cos inc||3.33%|
|12||CVS||cvs health corporation com||3.34%|
|13||ELY||callaway golf co||3.33%|
|14||ESGR||enstar group limited com||3.33%|
|15||FANG||diamondback energy inc com||3.33%|
|17||FNSR||finisar corp new||3.33%|
|18||HTH||hilltop holdings inc||3.34%|
|19||HXL||hexcel corp new||3.34%|
|21||ICFI||icf intl inc com||3.33%|
|22||INN||summit hotel pptys inc com||3.33%|
|23||KRA||kraton corp com||3.33%|
|24||MATW||matthews intl corp cl a||3.33%|
|25||MPAA||motorcar pts amer inc||3.33%|
|26||NWL||newell brands inc||3.33%|
|27||SYKE||sykes enterprises inc||3.34%|
|28||SYNH||syneos health inc cl a||3.33%|
|29||TEP||tallgrass energy partners lp com unit||3.34%|
|30||TTEK||tetra tech inc new||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.