Concentrated Growth Portfolio
|
Composite Annualized Through
June 30, 20101 |
Concentrated Growth1
|
Russell
3000® Growth2, 4 |
|
Year-To-Date
|
-13.83%
|
-7.25%
|
|
One Year
|
-11.80%
|
13.95%
|
|
Three Year
|
-1.46%
|
-6.97%
|
|
Five Year
|
22.04%
|
0.44%
|
|
Seven Year
|
33.94%
|
3.10%
|
|
Inception
|
12.50%
|
-2.16%
|
|
Strategy Inception Date
|
January 1, 2001
|
|
| Investment Objective | |
| To invest in the fastest growing companies. | |
| Concentrated Growth Portfolio | |
| • Portfolio Manager: | Lee Molendyk, CFA; Lance Swanson |
| • Equity Analyst: | Mike Ashton, CFA |
| • Target market capitalization range: | Reflects the Russell 3000 Growth Index |
| • Benchmark | Russell 3000 Growth Index |
| Portfolio Characteristics3, 4, 6 | |
| • EPS Growth - Current Fiscal Year | 118% |
| • PE - Next Fiscal Year | 22 |
| • Long-Term Growth Rate | 27% |
| • PEG Ratio - Next Fiscal Year | 0.82 |
| • Weighted Average Market Cap (mil) | $26,590 |
| • Number of Holdings | 13 |
| Five Largest Holdings 5, 6 |
| • Acme Packet Inc |
| • Allied Nevada Gold Corp |
| • Apple Inc |
| • Baidu Inc |
| • Power-One Inc |
|
1 Composite
as
of June 30, 2010.
The net performance
presented
herein reflects the
reinvestment
of dividends,
the
deduction of transaction
costs and the
deduction of
investment management
fees. Performance
returns may
reflect the effect
of material economic
and market
factors not anticipated
by Insight Capital
Research &
Management, Inc. Please see complete performance disclosure. |
July 29, 2010
Stocks found support after another round of upbeat earnings and reassuring words from Federal Reserve Chairman Ben Bernanke. The Nasdaq Composite soared 4.2% for the week, while the S&P 500 jumped 3.6% and the Dow Jones Industrial Average added 3.2%.