The Zacks Multi-Anomaly folio was developed by Zacks. Zacks describes the folio as designed for investors seeking returns through a Zacks multi-anomaly (diversified criteria) 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 Multi-Anomaly folio—created and maintained by Zacks Investment Research—is described by Zacks as a portfolio which combines Zacks Value, Small-Cap, Momentum and Analyst strategies with Small-Cap stocks with a Zacks Rank of 1 or 2 (Strong Buy or Buy), a high cash flow/price ratio, a high percentage change in quarterly earnings estimates, and a strong price reversal over the last week. Visit Zacks to learn more about this folio.
Last Updated: July 20, 2018
Inception Date: 2011-10-31 00:00:00.0
Date Funded: 2013-06-18*
|Year to Date||-7.54%||5.9%|
|1 Year Volatility||21.07%||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||AHT||ashford hospitality tr inc shs||10.00%|
|2||BANC||banc of california, inc new||10.00%|
|3||BCEI||bonanza creek energy inc com||10.00%|
|4||CKH||seacor holdings inc||10.00%|
|5||CVTI||covenant transn group inc cl a||10.00%|
|6||DFRG||del friscos restaurant group i com||10.00%|
|7||FTR||frontier communications corp com cl b||10.00%|
|8||MBIN||merchants bancorp ind com||10.00%|
|10||VRA||vera bradley inc com||10.00%|
There will generally be 10 stocks in this folio.
The Zacks Multi-Anomaly folio is generally rebalanced and holdings are traded weekly, typically on Mondays, in order to capture price changes, earnings estimate changes and other possible changes in either the market value or reported company data. Turnover will typically be 7 or 8 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.