--- title: AFG LC Core description: The AFG LC Core or Large Cap Core Equities model, is comprised of core holdings that may or may not pay dividends. --- [![](https://blog.artifexfinancial.com/hs-fs/hubfs/artifex%20logo%20color.jpg?width=72&name=artifex%20logo%20color.jpg "artifex logo color.jpg")](https://blog.artifexfinancial.com/)   - [Home](http://www.artifexfinancial.com) - [Blog](https://blog.artifexfinancial.com) - [Client Login](http://www.artifexfinancial.com/client-login/) - [Contact](http://www.artifexfinancial.com/contact/) Call Toll Free 855-PLAN OHIO - [Home](http://www.artifexfinancial.com) - Personal Services - [Financial Planning](http://www.artifexfinancial.com/personal-financial-planning/-2-0) - [Wealth Management](http://www.artifexfinancial.com/wealth-management/-02) - [Business Services](http://www.artifexfinancial.com/biz-services) - [ESG / Impact](http://www.artifexfinancial.com/esg) - [About Us](http://www.artifexfinancial.com/about-us/-02) - [Doug Kinsey](http://www.artifexfinancial.com/dougkinsey2) - [Darren Harp](http://www.artifexfinancial.com/darrenharp2) - [Gerald Summers](http://www.artifexfinancial.com/jerrysummers2) - [Kevin O'Connor](http://www.artifexfinancial.com/kevinoconnor2) - [Alexander Browning](http://www.artifexfinancial.com/alexanderbrowning) - [Elizabeth Raby-Salinas](http://www.artifexfinancial.com/elizabethraby-salinas) - [Jansen Davidson](http://www.artifexfinancial.com/jansendavidson) - [Blog](https://blog.artifexfinancial.com) - [Contact](http://www.artifexfinancial.com/contact/) - [Home](http://www.artifexfinancial.com) - Personal Services - [Financial Planning](http://www.artifexfinancial.com/personal-financial-planning/-2-0) - [Wealth Management](http://www.artifexfinancial.com/wealth-management/-02) - [Business Services](http://www.artifexfinancial.com/biz-services) - [ESG / Impact](http://www.artifexfinancial.com/esg) - [About Us](http://www.artifexfinancial.com/about-us/-02) - [Doug Kinsey](http://www.artifexfinancial.com/dougkinsey2) - [Darren Harp](http://www.artifexfinancial.com/darrenharp2) - [Gerald Summers](http://www.artifexfinancial.com/jerrysummers2) - [Kevin O'Connor](http://www.artifexfinancial.com/kevinoconnor2) - [Alexander Browning](http://www.artifexfinancial.com/alexanderbrowning) - [Elizabeth Raby-Salinas](http://www.artifexfinancial.com/elizabethraby-salinas) - [Jansen Davidson](http://www.artifexfinancial.com/jansendavidson) - [Blog](https://blog.artifexfinancial.com) - [Contact](http://www.artifexfinancial.com/contact/) [![](https://blog.artifexfinancial.com/hubfs/Images/logoPhone.png)](http://www.artifexfinancial.com) - ![](https://blog.artifexfinancial.com/hubfs/Images/phone.png) - 855-752-6644 ![photoSec.jpg](https://blog.artifexfinancial.com/hs-fs/hubfs/Images/photoSec.jpg?width=1600&name=photoSec.jpg "photoSec.jpg") # Artifex Folios Durable Investment Portfolios Customized to Your Goals ## AFG LC Core November 29, 2012 The AFG  LC Core or Large Cap Core Equities model, is comprised of core holdings that may or may not pay dividends.  In other words, it is not a requirement of this model that the companies pay dividends.  However, they should be stocks that we plan on holding for the long term (1-5 years or longer).  Predictability of financial performance is critical, as is longer-term growth.  The major difference between this model and the Equity Income model is primarily that we do not require a substantial dividend stream from these positions. The inception date of this model is 10/27/2008 and it has generated a total return of 236.71% vs. the S&P 500 return of 167.15% since that date.  This model’s return for 2016 (1/1/2016-12/31/16) was 9.54% vs the S&P return of 9.54% #### Model Risk Metrics as of 1/18/2017: Beta vs. S&P 500: .95/ Average Volatility / Absolute risk: 12.43% / Average Dividend Yield: 1.79% #### Representative Holdings: MMM - 3M Company AIG - American International Group AMG - Amgen Inc BBBY - Bed, Bath & Beyond CABO - Cable One Inc Com CELG - Celgene Corp KO - Coca Cola COST - Costco Wholesale Group CMI - Cummins Inc Com FB - Facebook Inc Class A GHC - Graham Holdings Corp HAR - Harman International JNJ - Johnson and Johnson KR - Kroger Co PGR - Progressive Corp **WBA - Walgreens Boots Alliance** ### Sign up to receive our blog posts ### Recent Posts ### Artifex Folios Portfolio Information [![](https://blog.artifexfinancial.com/hubfs/Images/logoNAPFA.gif)](http://napfa.org)[![Click for the BBB Business Review of this Financial Planning Consultants in Dayton OH](https://blog.artifexfinancial.com/hubfs/Images/blue-seal-200-42-artifexfinancialgroupllc-4430.png)](http://www.bbb.org/dayton/business-reviews/financial-planning-consultants/artifex-financial-group-in-dayton-oh-4430#sealclick) [![](https://blog.artifexfinancial.com/hubfs/Images/277913a6-258d-4ad9-960f-bd135d90d7df-1.png)](http://437a158b-19c6-435f-bee3-e85877009a64.mobapp.at?src=banners&p={t:180x150@64}) ### Quick Links - [Home](http://www.artifexfinancial.com) - [Contact](http://www.artifexfinancial.com/contact/) - [About Us](http://www.artifexfinancial.com/about-us/) - [Blog](https://blog.artifexfinancial.com) - [Wealth Management](http://www.artifexfinancial.com/wealth-management/) - [Personal Financial Planning](http://www.artifexfinancial.com/personal-financial-planning/) - [Artifex ESG Impact Investing](http://www.artifexfinancial.com/esg) - [Free Financial Planning Tools](http://www.artifexfinancial.com/free-financial-planning-tools/1) - [Client Login](http://www.artifexfinancial.com/client-login/-0) - [Compliance](http://www.artifexfinancial.com/compliance/-0) ### Contact Us **Artifex Financial Group** **Phone** 855-PLAN OHIO ( 855-752-6644 ) **Dayton Office** The Oakwood Building 2305 Far Hills Avenue, Suite 206 Oakwood, OH 45419 [Location map »](https://blog.artifexfinancial.com/locations#map-oakwood) **Cincinnati Office** Kenwood Center 8044 Montgomery Rd Suite 700 Cincinnati, OH  45236 [Location map »](https://blog.artifexfinancial.com/locations#map-cincinnati) **Columbus Office** Versa 1201 Dublin Road Columbus, OH 43215 [Location map »  ](https://www.artifexfinancial.com/locations/#map-columbus) **Los Angeles Office**WeWork Pacific Design Center - Red Building 700 N San Vicente Blvd, 7th Floor Los Angeles, CA. 90069 [Location map »  ](https://www.artifexfinancial.com/locations/#map-losangeles) [![](https://blog.artifexfinancial.com/hubfs/Images/iconsSocialFacebook.png)](https://www.facebook.com/pages/Artifex-Financial-Group-LLC/331487015638)[![](https://blog.artifexfinancial.com/hubfs/Images/iconsSocialTwitter.png)](https://twitter.com/artifexfg) [Privacy Statement and Legal Terms](https://blog.artifexfinancial.com/privacy/) | [Disclaimer](https://blog.artifexfinancial.com/disclaimer/) | [Compliance](https://www.artifexfinancial.com/compliance/-0) [FINRA](http://www.finra.org/) and [SIPC](http://www.sipc.org) © 2006 - 2026 Artifex Financial Group. 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