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Access higher growth potential

Investors with a longer time horizon may want to take more risk with their investments. Stocks targeted towards momentum and growth have been able to deliver higher returns in the long run. These types of stocks can be a way for investors to balance risk-taking and reward in their portfolio.

  • Momentum stocks track large- and mid- cap companies whose price may rise over time.
  • Growth stocks target mid-sized companies with sustainable, high growth potential over time.

You should work with a financial advisor before making investment decisions.

01 MTUM

Access stocks with higher price momentum

iShares Edge MSCI USA Momentum Factor ETF
DESIGNED FOR Finding high potential U.S. stocks
SENSITIVE TO U.S. stock market risk
Top Holdings as of Oct 17, 2019
Name Weight (%)
MASTERCARD INC CLASS A 5.32
MICROSOFT CORP 5.28
VISA INC CLASS A 5.26
PROCTER & GAMBLE 5.26
WALT DISNEY 4.09
Name Weight (%)
CISCO SYSTEMS INC 3.25
COMCAST CORP CLASS A 3.14
MERCK & CO INC 2.67
STARBUCKS CORP 2.36
PAYPAL HOLDINGS INC 2.34
02 IUSG

Go for earnings growth

iShares Core S&P U.S. Growth ETF
DESIGNED FOR Low cost exposure to U.S. growth stocks
SENSITIVE TO U.S. stock market risk
Top Holdings as of Oct 17, 2019
Name Weight (%)
MICROSOFT CORP 7.5
AMAZON COM INC 5.22
FACEBOOK CLASS A INC 3.22
ALPHABET INC CLASS C 2.66
ALPHABET INC CLASS A 2.64
Name Weight (%)
VISA INC CLASS A 2.16
VERIZON COMMUNICATIONS INC 1.76
MASTERCARD INC CLASS A 1.74
MERCK & CO INC 1.51
JOHNSON & JOHNSON 1.49
03 CMGIX

Seek growth from mid-cap companies

Mid-Cap Growth Equity Fund
DESIGNED FOR Seeking long-term returns with mid-caps
SENSITIVE TO Global stock market risk
TOP HOLDINGS as of Sep 30, 2019
Name Weight (%)
FAIR ISAAC CORP 2.85
COSTAR GROUP INC 2.71
COPART INC. 2.69
MSCI INC 2.58
TELEFLEX INCORPORATED 2.51
Name Weight (%)
IAC/INTERACTIVECORP 2.34
SYNOPSYS INC 2.27
BRIGHT HORIZONS FAMILY SOLUTIONS INC 2.27
WEST PHARMACEUTICAL SERVICES INC 2.25
VERISK ANALYTICS INC 2.21
04 BGSIX

Target the technology
sector

Technology Opportunities Fund
DESIGNED FOR Access to technology stocks
SENSITIVE TO Global stock market risk
TOP HOLDINGS as of Sep 30, 2019
Name Weight (%)
MICROSOFT CORPORATION 4.52
ALPHABET INC 3.19
TENCENT HOLDINGS LTD 3.06
ALIBABA GROUP HOLDING LTD 2.84
AMAZON.COM INC 2.79
Name Weight (%)
APPLE INC 2.75
SALESFORCE.COM INC. 2.63
TWILIO INC 1.83
PAYPAL HOLDINGS INC 1.57
FACEBOOK INC 1.52