The Small-Cap Growth folio was developed for investors seeking aggressive long-term capital appreciation with higher volatility.
The Small-Cap Growth folio consists of small-cap companies with high earnings growth potential, in comparison to the overall market. Small-cap companies are defined as having market capitalizations below $1.7 billion USD.
Stocks of small companies can provide substantial growth potential but are generally subject to more risk and erratic price movements than larger company stocks. These companies often have limited product lines, markets, financial resources and management teams may lack depth and experience. This folio’s broad diversification may make it less volatile than small-cap growth funds that 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||10.09%||5.9%|
|1 Year Volatility||16.68%||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||ACLS||axcelis technologies inc||3.33%|
|2||BEAT||biotelemetry inc new||3.33%|
|3||BMCH||bmc stk holdings inc new||3.33%|
|4||BSTC||biospecifics technologies corp||3.33%|
|5||CASH||meta finl group inc||3.33%|
|6||CCS||century cmntys inc com||3.33%|
|7||CTRL||control4 corp com||3.34%|
|8||DHIL||diamond hill investment group com new||3.33%|
|9||DPLO||diplomat pharmacy inc com||3.33%|
|10||DQ||daqo new energy corp sponsored adr||3.34%|
|11||EXTR||extreme networks inc||3.33%|
|13||FOXF||fox factory hldg corp com||3.34%|
|14||HIIQ||health ins innovations inc com cl a||3.33%|
|15||HOFT||hooker furniture corp||3.34%|
|16||HTBK||heritage commerce corp||3.34%|
|17||JP||jupai hldgs ltd ads||3.33%|
|18||LGIH||lgi homes inc com||3.33%|
|19||LOB||live oak bancshares inc com||3.33%|
|20||MBUU||malibu boats inc com cl a||3.34%|
|21||NTRI||nutri sys inc new com||3.33%|
|22||NVEE||nv5 global inc com||3.34%|
|23||NVMI||nova measuring instruments ltd||3.33%|
|24||PATK||patrick inds inc||3.33%|
|25||PLAY||dave & busters entmt inc com||3.33%|
|26||SGC||superior uniform gp inc||3.33%|
|27||SHAK||shake shack inc cl a||3.34%|
|28||USCR||u s concrete inc com new||3.34%|
|29||UVE||universal ins hldgs inc||3.33%|
|30||WLDN||willdan group inc com||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.