The Transport folio was developed for investors seeking higher capital appreciation with moderate volatility comparable to the DJTA.
The Transport folio consists of the stocks that make up the Dow Jones Transportation Average (DJTA). It seeks to track the performance of DJTA by investing in the same stocks with the same weightings.
Transportation stocks are generally cyclical—meaning that they may rally during a booming market and could be greatly affected by changes in supply and demand during an economic downturn as well as on fuel prices.
Last Updated: January 22, 2018
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-31*
|Year to Date||6.92%||6.05%|
|1 Year Volatility||13.85%||6.82%|
* 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||AAL||american airls group inc com||3.39%|
|2||ALK||alaska air group inc||5.87%|
|3||CAR||avis budget group||1.58%|
|4||CHRW||c h robinson worldwide inc new||4.27%|
|6||DAL||delta air lines inc del new||3.77%|
|7||EXPD||expeditors intl wash inc||4.29%|
|9||JBHT||hunt j b trans svcs inc||5.59%|
|12||KSU||kansas city southn inds inc||5.57%|
|13||LSTR||landstar sys inc||4.62%|
|14||LUV||southwest airls co||4.41%|
|15||MATX||matson inc new||2.01%|
|16||NSC||norfolk southern corp||7.63%|
|17||R||ryder sys inc||4.27%|
|18||UAL||united contl hldgs inc com||4.92%|
|19||UNP||union pac corp||6.96%|
|20||UPS||united parcel service inc cl b||7.07%|
There are generally 20 securities in the folio.
Every quarter the folio is updated with the weights that are published on the Dow Jones Indexes website. Corporate actions, such as a merger, or other significant events may prompt us to change the securities at any time during the quarter.
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.