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12/04/2013 20:39Invest in Senior Care, Assisted Living & Medicare Stocks | Motif
Page 1 of 3https://www.motifinvesting.com/motifs/senior-care#/overview
Explore Motifs > Healthcare
Feeling Good About Boomers’ Healthcare
The 79M Baby Boomers are getting older, living longer,
and they want to see the doctor.1 Their generation is 27%
bigger than the preceding group.2 Not to mention rising
medical costs would mean they’ll have to pay more than
their parents did for similar healthcare. A longer life
expectancy mean...
See more
See how we calculate returns1 YR PERFORMANCE -- VIEW LARGE
SENIOR CARE S&P 500
How We Built This Motif
27.7%
21.6%
20.6%
15.5%
View: Overview Table
WEIGHT IN MOTIF SEGMENT & STOCKS SYMBOL PRICE MARKET CAP 1 YR RETURN
Retirement Communities 50.8%
20.2% Health Care REIT Inc. HCN $70.96 ( 0.11%) 18.5B 38.8%
3.4% Brookdale Senior Living Inc. BKD $27.77 ( 1.52%) 3.5B 55.7%
1.8% Emeritus Corp. ESC $27.22 ( 0.11%) 1.3B 52.8%
1.2% Capital Senior Living Corp. CSU $25.55 ( 0.66%) 734.4M 183.6%
1.1% Five Star Quality Care Inc. FVE $6.66 ( 2.56%) 329.4M 111.5%
Dialysis 21.3%
11.2% Fresenius Medical Care AG & Co. KGaA ADS FMS $35.89 ( 0.51%) 10.9B 4.7%
9.6% Davita HealthCare Partners DVA $126.70 ( 0.28%) 13.4B 46.5%
0.9% NxStage Medical Inc. NXTM $11.11 ( 1.65%) 648.7M 41.4%
Cardiovascular 27.7%
9.1% Medtronic Inc. MDT $47.14 ( 1.22%) 48.4B 27.9%
3.4% Edwards Lifesciences Corp. EW $84.58 ( 0.91%) 9.5B 15.5%
2.7% Thoratec Corporation THOR $36.17 ( 0.96%) 2.1B 11.0%
2.1% Merit Medical Systems Inc. MMSI $11.94 (0.00%) 507.8M 2.8%
1.1% Spectranetics Corporation SPNC $19.64 ( 6.80%) 645.5M 80.7%
1.1% Cardiovascular Systems Inc. CSII $18.57 ( 1.85%) 399.0M 106.8%
0.9% Endologix Inc. ELGX $15.34 ( 1.48%) 975.5M 16.1%
Orthopedics 15.0%
Senior CareCreated by: Motif Investing Date Created: 01/12/2012 Last Updated: 02/28/2013
1324MOTIF INDEX
( 0.41%)
1 YR RETURN
27.1%
VOLATILITY VALUATION
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12/04/2013 20:39Invest in Senior Care, Assisted Living & Medicare Stocks | Motif
Page 2 of 3https://www.motifinvesting.com/motifs/senior-care#/overview
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Member: FINRA | SIPC©2013 Motif Investing, Inc. All rights reserved. Build ID 1586.27
The Exchange Traded Funds prospectus contains its investment objectives, risks, charges, expenses and other important information you should read and consider carefully prior tomaking an investment decision. Please review the current prospectus, available from the Prospectus link.
ETFs have unique features that you should be aware of, which can include distribution of any gains, risks related to securities within the portfolio, and tax consequences. The data quotedherein represents past performance and is not indicative of future results. The investment return and principal value of an investment will fluctuate so that your investment, whenredeemed, may be worth more or less than their original value. Current performance may be lower or higher than the performance data provided. Please review the prospectus or otherresearch tools provided on this site for more recent performance information.
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(1) D’Vera Cohn and Paul Taylor, "Baby Boomers Approach Age 65 -- Glumly," Pew Internet & American Life Project, December 20, 2010, http://www.pewinternet.org (accessed Dec 10, 2011)
(2) Cohn and Taylor, "Baby Boomers Approach Age 65."
(3) Cohn and Taylor, "Baby Boomers Approach Age 65."
(4) In the past, many investors who were interested in investing in senior care turned to individual senior care stocks. Now with Motif Investing, you can invest in the Senior Care motif, acarefully researched and balanced portfolio of stocks that may give investors diverse exposure to investing in assisted living stocks, medical device stocks and senior housing stocks.
The 1-year return shows how this particular motif performed over the last 12 months. See how we calculate returns.
9.1%
5.5%
Quotes delayed 15 mins. Currently April 12, 2013 3:36:35 PMFields are marked with -- when data is unavailable
MinimallyInvasive Surgery
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1 YEAR RETURN of Motif 27.1%
1 YEAR RETURN of S&P 500 17.5%
12.7% Stryker Corp. SYK $66.37 ( 0.72%) 25.2B 23.9%
1.8% Globus Medical GMED $15.03 ( 1.35%) 1.4B --
1.0% MAKO Surgical Corp. MAKO $11.25 ( 0.97%) 536.4M 72.7%
Medicare Insurers 9.0%
8.1% Humana Inc. HUM $77.50 ( 1.67%) 12.5B 11.0%
0.9% Universal American Corp. UAM $9.42 ( 2.69%) 821.0M 8.1%
Assisted Living 13.1%
1.9% The Ensign Group Inc. ENSG $35.51 ( 3.50%) 746.5M 32.1%
1.0% LHC Group Inc. LHCG $22.42 ( 1.77%) 387.4M 24.6%
0.9% Gentiva Health Services Inc. GTIV $10.11 ( 1.37%) 316.6M 20.6%
0.8% Amedisys Inc. AMED $10.71 ( 1.65%) 341.8M 20.8%
0.8% Invacare Corp. IVC $12.09 ( 1.55%) 391.7M 20.6%
WEIGHT IN MOTIF SEGMENT & STOCKS SYMBOL PRICE MARKET CAP 1 YR RETURN
12/04/2013 20:39Invest in Senior Care, Assisted Living & Medicare Stocks | Motif
Page 3 of 3https://www.motifinvesting.com/motifs/senior-care#/overview
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