Large Cap Stock Fund

Objective:
The Large Cap Stock fund was developed for investors seeking aggressive long-term capital growth with high volatility, while having a long-term goal (more than 10 years from now).
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The fancy words:
Our Large Cap Stock fund consists of companies with market capitalization of more than $10 billion that have high earnings growth potential

• Performance
• Details

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Last Updated: October 3, 2018
Inception Date: April 05, 2000
​Date Funded: August 31, 2009**

---	Fund	S&P 500
YTD	12.64%	10.93%
1 Year	21.09%	17.84%
3 Year*	15.64%	16.78%
5 Year*	13.21%	13.84%
Volatility	14.34%	12.49%

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How this portfolio was created.

1. We identified large-cap stocks as those having market capitalization's greater than $10 billion and consistent sales and earnings growth over the past year.
2. We determined the average sales and earnings growth projections in a given sector.
3. We screened for stocks with above-average earnings growth and sales projections compared to the sector average.
4. We ranked these large-cap stocks and targeted the sector weights to be comparable to those of the S&P 500.
5. We equally weighted all securities in the fund.

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Number of Securities. There are generally 30 securities in this portfolio
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. ​