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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 Mar 3, 2020
Name Weight (%)
MICROSOFT CORP 5.45
VISA INC CLASS A 5.07
PROCTER & GAMBLE 4.81
MASTERCARD INC CLASS A 4.73
AT&T INC 4.57
Name Weight (%)
NEXTERA ENERGY INC 3.83
MEDTRONIC PLC 2.67
COSTCO WHOLESALE CORP 2.61
AMERICAN TOWER REIT CORP 2.14
THERMO FISHER SCIENTIFIC INC 1.83
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 3, 2020
Name Weight (%)
MICROSOFT CORP 8.62
APPLE INC 8.3
AMAZON COM INC 4.84
FACEBOOK CLASS A INC 3.07
ALPHABET INC CLASS C 2.75
Name Weight (%)
ALPHABET INC CLASS A 2.75
VISA INC CLASS A 2.18
MASTERCARD INC CLASS A 1.78
HOME DEPOT INC 1.21
JPMORGAN CHASE & CO 1.21
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 Jan 31, 2020
Name Weight (%)
FAIR ISAAC CORP 3.15
COPART INC. 2.74
MSCI INC 2.63
COSTAR GROUP INC 2.61
SYNOPSYS INC 2.52
Name Weight (%)
TELEFLEX INCORPORATED 2.31
ADYEN NV 2.24
WEST PHARMACEUTICAL SERVICES INC 2.1
KEYSIGHT TECHNOLOGIES INC 2.09
TRANSUNION 2.09
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 Jan 31, 2020
Name Weight (%)
MICROSOFT CORPORATION 4.4
APPLE INC 3.41
ALPHABET INC 2.95
ALIBABA GROUP HOLDING LTD 2.79
AMAZON.COM INC 2.49
Name Weight (%)
TENCENT HOLDINGS LTD 2.48
SALESFORCE.COM INC. 2.27
TESLA INC 1.47
PAYPAL HOLDINGS INC 1.42
TWILIO INC 1.4
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