Seeking Weak Correlation with the U.S. Market Index

Components Performance/Risk
Period Return
64.9%
Return Rank
Strong
Risk Exposure
Low Risk

The selection hightlights a favorable combination of moderate exposure to risk and strong performance

The large cap equities > $2bn of the selection are filtered by low beta < 0.6 and solid 12-months performance

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Theme Components
Name
Ticker
Sector
Industry
Cur. Price
Mkt. Cap
Performance
Momentum
Risk Rank
Risk Contrib
 
Amgen AMGN Health CareBiopharmaceuticals410.24221 B49.7% Weak Down Below Average
Royalty Pharma RPRX Health CareBiopharmaceuticals58.5234 B66.5% Neutral Low Risk
Exelixis EXEL Health CareOncology58.1515 B46.1% Weak Up Average Risk
Incyte Corporation INCY Health CareOncology126.9325 B50.1% Neutral Below Average
Bristol-Myers Squibb BMY Health CareDrug Manufacturers - Diversified62.25127 B49.5% Neutral Low Risk
Merck & Company MRK Health CareDrug Manufacturers - Diversified150.91373 B96.1% Neutral Below Average
Cardinal Health CAH Health CareMedical Consumables & Intermediates222.0452 B46.1% Neutral Below Average
DaVita DVA Health CareKidney Failure183.7212 B38.3% Neutral Average Risk
National Healthcare Corp. NHC Health CareHealthcare Facilities & Services222.863.5 B86.2% Neutral Below Average
Concentra Group Holdings Parent CON Health CareHealthcare Facilities & Services34.884.5 B70.7% Weak Up Low Risk
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