A low risk strategy

A low risk strategy
Components Performance/Risk
Period Return
-2.6%
Return Rank
Subpar
Risk Exposure
Below Average

The companies selected for the low volatility (low risk) strategy might be less sensitive to total market swings, in industries sharing stable, recession-resistant features

  •  consumer non-durables : Tootsie Roll confectionary 
  • senior housing : Welltower or Healthpeak Properties  
  • packaging for supermarket consumer goods : Ball  
  • automotive aftermarket : O'Reilly Automotive and electric utilities : OGE Energy   
  • fintech software : Q2 Holdings  

In market reversals, the dynamics of their respective industries are likely to make the companies relatively less sensitive to global market trends

The theme is focused on medium-sized market caps 

Theme Components
Name
Ticker
Sector
Industry
Cur. Price
Mkt. Cap
Performance
Momentum
Risk Rank
Risk Contrib
 
Balchem Corp BCPC Industrial GoodsChemicals - Additives & Ingredients168.405.4 B10.8% Weak Down Low Risk
Ball Corp. BALL Industrial GoodsPackaging - Paper, paperboard & metal59.9716 B26.6% Neutral Low Risk
Ingersoll-Rand IR Industrial GoodsEnergy & Fluid Control Systems/Pumps & Filters73.8529 B-9.0% Weak Down Below Average
Lennox International LII Industrial GoodsPlumbing, Heating & AirCo371.6813 B-28.4% Sharp Down Average Risk
O'Reilly Automotive ORLY ServicesAutomotive Aftermarket85.8272 B-17.3% Weak Down Low Risk
Rush Enterprises RUSHA ServicesAutomotive Aftermarket48.273.7 B27.1% Weak Down Below Average
Verisk Analytics VRSK FinanceFinancial Data Processing 171.9424 B-27.9% Weak Down Below Average
Q2 Holdings QTWO FinanceBanking / Insurance Software56.863.5 B-25.9% Weak Down Average Risk
Healthpeak Properties DOC Real EstateREITs Health Care & Senior Housing20.7214 B21.7% Neutral Below Average
OGE Energy OGE UtilitiesNatural Gas Distribution46.3010 B10.2% Neutral Low Risk
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