US Markets Mid Cap Growth & Low Volatility

US Markets Mid Cap Growth & Low Volatility
Components Performance/Risk
Period Return
4.4%
Return Rank
Below Average
Risk Exposure
Average Risk

As the prospects of the US economy look more uncertain in April '18,  and analysts grow more uncomfortable with the high valuations on Wall Street, our theme prepares for possible market reversals

The industry sectors are represented with the exception of agriculture, basic materials and transportation, notably sensitive to economic headwinds

With mid-cap market valuations, the selected companies offer a fair degree of stablity and their growth prospects, vindicated by the performance of their share prices, are solid

There is little doubt valuations of our theme would suffer from a global backlash but we submit to your consideration  the possibility the companies may be relatively less impacted,  and shielded by strong fundamentals 

The benchmark of our theme is the iShare Core S&P  ETF

Check Analytics for fundamentals in our theme and keep track of your preferred companies with our Benchmark feature 

Theme Components
Name
Ticker
Sector
Industry
Cur. Price
Mkt. Cap
Performance
Momentum
Risk Rank
Risk Contrib
 
TD Ameritrade Holding AMTD FinanceElectronic trading 19.641.6 B-74.6% Sharp Down High Risk
Intercontinental Exchange ICE FinanceExchange168.8596 B17.5% Neutral Low Risk
Moody's Corp. MCO FinanceFinancial Database Services493.9188 B4.4% Neutral Below Average
S&P Global SPGI FinanceFinancial Database Services466.55139 B2.7% Weak Up Average Risk
Marsh & McLennan Companies MRSH FinanceSpecialty Insurers & Brokers200.6297 B15.4% Weak Up Low Risk
Cognizant Technology Solutions CTSH TechnologyInformation Systems & Network Software65.1131 B-7.4% Weak Up Average Risk
Fiserv FISV TechnologyPayment Network Systems50.0227 B-25.0% Neutral Average Risk
Fidelity National Information Services FIS TechnologyPayment Network Systems38.5520 B-34.6% Neutral Below Average
FLEETCOR Technologies FLT TechnologyPayment Network Systems303.2622 B0.0% Weak Up Low Risk
Global Payments GPN TechnologyPayment Network Systems96.8427 B26.6% Neutral Average Risk
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