A low risk strategy

A low risk strategy
Components Performance/Risk
Period Return
0.8%
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 

Performance History
Components Performance/Risk
Weights by Industry
Industry Performance/Risk