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 Mar 21, 2019
Name Weight (%)
MICROSOFT CORP 5.24
PROCTER & GAMBLE 5.12
MERCK & CO INC 5.01
JOHNSON & JOHNSON 4.74
PFIZER INC 4.68
Name Weight (%)
BERKSHIRE HATHAWAY INC CLASS B 3.8
VERIZON COMMUNICATIONS INC 3.68
COCA-COLA 2.68
ELI LILLY 2.64
ABBOTT LABORATORIES 2.51
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 Mar 21, 2019
Name Weight (%)
MICROSOFT CORP 6.8
AMAZON COM INC 5.53
FACEBOOK CLASS A INC 2.92
ALPHABET INC CLASS C 2.79
ALPHABET INC CLASS A 2.73
Name Weight (%)
VISA INC CLASS A 2.01
VERIZON COMMUNICATIONS INC 1.78
CISCO SYSTEMS INC 1.75
PFIZER INC 1.73
JOHNSON & JOHNSON 1.6
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 Feb 28, 2019
Name Weight (%)
IAC/INTERACTIVECORP 2.88
COSTAR GROUP INC 2.67
ALIGN TECHNOLOGY, INC. 2.62
FAIR ISAAC CORP 2.55
XILINX INC 2.43
Name Weight (%)
COPART INC. 2.42
MSCI INC 2.35
SBA COMMUNICATIONS CORP 2.24
TRANSUNION 2.17
LIVE NATION ENTERTAINMENT INC 2.14
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 Feb 28, 2019
Name Weight (%)
MICROSOFT CORPORATION 4.24
TENCENT HOLDINGS LTD 4.16
ALPHABET INC 3.56
ALIBABA GROUP HOLDING LTD 3.51
AMAZON.COM INC 3.06
Name Weight (%)
APPLE INC 2.61
TWILIO INC 2.56
SALESFORCE.COM INC. 2.21
ADOBE INC 1.62
SQUARE INC 1.54