A low risk strategy

A low risk strategy
Components Performance/Risk
Period Return
1.9%
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 & Ingredients175.475.6 B10.7% Neutral Low Risk
Ball Corp. BALL Industrial GoodsPackaging - Paper, paperboard & metal63.3017 B29.2% Neutral Low Risk
Ingersoll-Rand IR Industrial GoodsEnergy & Fluid Control Systems/Pumps & Filters75.0029 B-2.9% Weak Down Below Average
Lennox International LII Industrial GoodsPlumbing, Heating & AirCo377.2513 B-29.3% Sharp Down Average Risk
O'Reilly Automotive ORLY ServicesAutomotive Aftermarket86.9773 B-16.2% Neutral Low Risk
Rush Enterprises RUSHA ServicesAutomotive Aftermarket49.333.8 B32.4% Neutral Below Average
Verisk Analytics VRSK FinanceFinancial Data Processing 189.5526 B-28.2% Neutral Below Average
Q2 Holdings QTWO FinanceBanking / Insurance Software64.014.0 B-17.3% Strong Up Average Risk
Healthpeak Properties DOC Real EstateREITs Health Care & Senior Housing21.0315 B32.2% Neutral Below Average
OGE Energy OGE UtilitiesNatural Gas Distribution46.4610 B11.8% Weak Down Low Risk
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