The Multi-Sector folio was developed for investors seeking moderately aggressive growth with moderate risk.
The Multi-Sector folio consists of the largest companies from each of 16 industry sectors.
Incorporating large companies from several sectors into the folio significantly reduces the risk of large losses from a particular company or sector. The folio may help during an economic downturn or extremely volatile market where there is great uncertainty as to which sector will outperform.
Last Updated: July 19, 2018
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-31*
|Year to Date||3.91%||6.0%|
|1 Year Volatility||12.12%||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||AAPL||apple inc com||3.12%|
|2||AMZN||amazon com inc||3.12%|
|4||BABA||alibaba group hldg ltd sponsored ads||3.13%|
|5||BHP||bhp ltd adr||3.13%|
|6||BRK.B||berkshire hathaway inc del cl b new||3.12%|
|7||CAT||caterpillar inc del||3.13%|
|8||CMCSA||comcast corp new class a||3.13%|
|9||CRH||crh plc adr||3.13%|
|10||DIS||disney walt co disney||3.13%|
|11||DUK||duke energy corp new com||3.12%|
|12||DWDP||dowdupont inc com||3.12%|
|13||GE||general elec co||3.13%|
|14||GOOGL||alphabet inc cap stk cl a||3.13%|
|15||HMC||honda motor ltd amern shs||3.13%|
|16||ITW||illinois tool wks inc||3.12%|
|17||JNJ||johnson & johnson||3.12%|
|18||JPM||j p morgan chase & co||3.12%|
|19||KO||coca cola co||3.12%|
|20||LMT||lockheed martin corp||3.13%|
|21||MA||mastercard inc com||3.13%|
|23||NEE||nextera energy inc||3.12%|
|24||PG||procter & gamble co||3.12%|
|25||RDS.B||royal dutch shell plc spon adr b||3.13%|
|26||SHW||sherwin williams co||3.13%|
|27||TM||toyota motor corp sp adr rep2com||3.13%|
|29||UNP||union pac corp||3.12%|
|30||UPS||united parcel service inc cl b||3.12%|
|32||XOM||exxon mobil corp||3.12%|
There are generally 32 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.