jazz Defensive Stock Fund

Objective:
The Defensive Strategy fund was developed for investors seeking long-term capital appreciation with lower volatility.
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The fancy words:
The Defensive Strategy fund consists of large, established companies that are engaged in businesses that are less affected by periods of economic growth and decline. The fund may provide a safe haven during periods of significant volatility or an attractive investment for more conservative investors.
  • Performance
  • Details
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Last Updated: October 1, 2019
Inception Date: February 28, 2008
​Date Funded: August 31, 2009**
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Returns
YTD
25.87%
1 Year
14.54%
3 Year*
12.11%
5 year*
11.71%
Volatility
12.22%
Dividend
2.73%

How this portfolio was created.

  1. We identified a set of large-cap stocks which generally do not move with the broader market.
  2. We combined a subset of these securities to form a portfolio that has historically provided relatively consistent performance in both up and down markets.
  3. Our goal was to combine securities in the fund to provide diversification benefits.
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Number of Securities. The number of securities in this fund will vary. 
Update Frequency: Quarterly

If the characteristics of the portfolio have changed substantially, the securities included may change. Also, corporate actions, such as a merger, or other events may cause changes to the securities held at any time. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a portfolio has been updated that you place orders to update your holdings.

Past performance is no guarantee of future results.
See how returns are calculated

* Three year and five year returns are annualized.
** Returns reflect model performance from the Inception Date to the Date Funded, and funded performance since the Date Funded, if funded. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a strategy has been updated that you place orders to update your holdings.For information on how the performance is calculated click here. For information on why your performance may differ from the performance posted click here.

Portfolios are managed by jazzWealth and Folio Institutional. Folio Institutional is a FINRA registered broker-dealer, CRD #48015, SEC #52009. jazzWealth and Folio Institutional are unaffiliated entities. ​Performance metrics prior to inception (4/18/2016) of jazzWealth are solely those of Folio Institutional. ​
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Form CRS as of 6/24/2020
Custody and Data Provided By:
Jazz Wealth Managers, Inc. (CRD #282807 / SEC# 801-113840) is registered as an SEC registered investment advisory firm. 
 
Past performance is not a guarantee of future results.  Any historical returns, expected returns, or probability projections may not reflect actual future performance.  The material contained herein has been prepared from sources and data we believe to be reliable but we make no guarantee as to its accuracy or completeness.  The material is published solely for informational purposes and is not an offer to buy or sell or solicitation of an offer to buy or sell any security or investment product.  This material is not to be construed as providing investment services in any jurisdiction where such offers or solicitation would be illegal. 
 
You should be aware that investments can fluctuate in price, value and/or income, and you may get back less than you invested.  Investments or investment services mentioned may not be suitable for you, and if you have any doubts, you should seek advice from your investment advisor representative.

In addition to SIPC coverage, FolioFN has purchased from underwriters at Lloyds of London supplemental customer securities insurance. Together those coverage's provide a total aggregate limit of $50 million limited to a combined return of $10 million to any single customer. Neither SIPC nor the supplemental insurance coverage protect against losses resulting from a decline in the market value of securities.

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