• The Industry Leaders® Portfolio Strategy limits single stock exposure to 2.25% of the portfolio. The limit guarantees that less than 25% of the portfolio will be in the top 10 holdings. The limit enables large industries to have more than one company representation.

  • A MAJOR Leader carries a 2.25% weight as determined by the Portfolio Strategy.


  • Industries represented by a MAJOR Leader: Medical Supplies, Petroleum Integrated, Insurance - Property & Casualty, Telecommunication Services, Semiconductor, Computer & Peripherals, Insurance - Life, Drug, Securities Brokerage, Diversified, Retail Store, Bank, Financial Services, Computer Software & Services.


  • A MINOR Leaders carries a weight less than 2.25% of the Industry Leaders Portfolio.


  • The MAJOR and MINOR Industry Leaders® individually have higher historical volatility than the Industry Leaders® Portfolio (over various time periods 3, 5, 10 & 20 years).