Three-Month Price Return

VIEW TAX LOT HOLDING PERIOD CHANGE REPORT

Use the Tax Lot Holding Period Change Report to see which securities positions you hold will soon change to a long term holding…

Companies with attractive historical price returns over a 3, 6 and 12 month time-frame, relative to the market and/or their industry sector. This factor comprises the following sub-factors:

Three-month Price Return…

Percentage change in adjusted security price over a six month period…

Percentage change in adjusted security price over a twelve month period…