The Zacks Analyst Anomaly folio was developed by Zacks. Zacks describes the folio as designed for investors seeking returns through an investment analyst-ratings based portfolio. According to Zacks, higher returns generally come with higher risk, and therefore investors in this portfolio must both be able to accept higher than average short-term price fluctuations that come with Zack’s efforts to seek above-average returns, and should have capital appreciation with a longer-term focus as their primary investment objective in following this portfolio.
The Zacks Analyst Anomaly folio—created and maintained by Zacks Investment Research—is described by Zacks as focused on investing in a portfolio of stocks that had improving analyst recommendations and earnings estimates over the last 4 weeks, as well as a low price/sales ratio. Visit Zacks to learn more about this folio.
Last Updated: April 25, 2018
Inception Date: 2011-10-31 00:00:00.0
Date Funded: 2013-06-18*
|Year to Date||-7.74%||-0.71%|
|1 Year Volatility||17.87%||12.15%|
* 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||ADM||archer daniels midland co||10.00%|
|2||ANTM||anthem inc new||10.00%|
|3||DK||delek us hldgs inc||10.00%|
|4||DSW||dsw inc cl a||10.00%|
|5||GM||general mtrs co com||10.00%|
|8||S||sprint corporation ser 1 new||10.00%|
|9||TEX||terex corp new||10.00%|
|10||X||usx-u s stl||10.00%|
There will generally be 10 stocks in this folio.
The Zacks Analyst Anomaly folio is generally rebalanced and holdings are traded weekly, typically on Mondays, in order to capture price changes, analyst recommendations, and earnings estimate changes. Turnover will typically be 4 or 5 stocks each week or as high as 100%.
If you follow this Ready-to-Go folio your performance may deviate from the performance displayed here unless you are able to update your actual holdings in the trading window which immediately follows the publication of folio changes by Zacks. This may not be possible depending on when you receive the notification that a change has occurred.
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.