The investment seeks investment results that generally correspond to the price and yield performance of the NASDAQâ100 IndexÂ®. To maintain the correspondence between the composition and weights of the securities in the trust (the securities) and the stocks in the NASDAQ-100 IndexÂ®, the adviser adjusts the securities from time to time to conform to periodic changes in the identity and/or relative weights of index securities. The composition and weighting of the securities portion of a portfolio deposit are also adjusted to conform to changes in the index.
|IUSG||iShares Core S&P U.S. Growth E..||0.04 %||
|VONG||Vanguard Russell 1000 Growth I..||0.08 %||
|ONEQ||Fidelity NASDAQ Composite Inde..||0.21 %||
|FV||First Trust Dorsey Wright Focu..||0.87 %||
|FTC||First Trust Large Cap Growth A..||0.61 %||
|QQEW||First Trust NASDAQ-100 Equal W..||0.59 %||
|FVC||First Trust Dorsey Wright Dyna..||0.71 %||
|LRGE||ClearBridge Large Cap Growth E..||0.59 %||
|CACG||ClearBridge All Cap Growth ETF||0.54 %||
|QQXT||First Trust NASDAQ-100 Ex-Tech..||0.60 %||
|Market Performance vs.
Industry/Classification (Large Growth)
|Market Performance vs. Exchange|
|Value||Sector Median||Percentile Rank||Grade||Market Median||Percentile Rank||Grade|
|Trailing 12 Months|
|Trailing 5 Years|
|Average Annual (5 Year Horizon)|
|Risk Return Profile|
|Volatility (Standard Deviation)||11.74%||20%||F||83%||B|
|Risk Adjusted Return||154.78%||90%||A-||97%||A+|
|Letter Grade||Percentage||Letter Grade||Percentage||Letter Grade||Percentage|
|Target Price Action||Rating Action||Analyst||Rating||Price||Date|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.
The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.
The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.
The stock is trading high compared to its peers on a price to earning basis and is above the sector median.