The Utility folio was developed for investors seeking current income and moderate capital appreciation with lower volatility.
The Utility 5 folio consists of the 5 largest companies primarily engaged in the utility industry. Companies engaged in the utilities industry include those involved in the production, transmission, or distribution of electricity, gas, telecommunications, and other related utility goods and services.
Utility companies are considered defensive since earnings have historically remained relatively stable during both economic upturns and downturns. Utility companies can provide a hedge during periods of substantial volatility.
Last Updated: July 20, 2018
Inception Date: 2001-03-11 00:00:00.0
Date Funded: 2009-08-31*
|Year to Date||1.1%||5.9%|
|1 Year Volatility||12.2%||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||D||dominion energy inc||20.00%|
|2||DUK||duke energy corp new com||20.00%|
|3||NEE||nextera energy inc||20.00%|
|4||NGG||national grid transco plc spon adr new||20.00%|
There are generally 5 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.