1 Composite
as of June 30, 2008.
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.
2 The
composite’s
benchmark is the Russell
3000® Growth Index
with income. The Russell
3000 Growth Index is
an unmanaged index that
is constructed to provide
a comprehensive and unbiased
barometer of the all-cap
growth market measuring
the performance of those
companies in the Russell
3000 Growth Index with
higher price-to-book
ratios and higher forecasted
growth values. The Russell
3000 Growth Index reflects
no deduction of fees,
expenses, charges or
taxes and the performance
is calculated assuming
the reinvestment of all
distributions and income.
The index returns have
been taken from published
sources, do not include
any transaction costs,
management fees, or other
costs, and are not covered
by the report of independent
verifiers. Due to the
differences between Insight’s
investment strategies
and the market index
shown, Insight believes
that no single index
is directly comparable
to the investment strategy
of Insight.
3 Portfolio
Characteristics Source:
Frank Russell Co., Baseline.
4 Source
of the data is deemed
reliable but Insight
Capital Research & Management,
Inc. cannot guarantee
its accuracy and completeness.
5 The ten
largest holdings included
herein are based
on weight in the
portfolio and are
for illustrative
purposes only and
should not be considered
a recommendation
to purchase or
sell any particular
security. There
is no guarantee
that the same or
similar holdings
will be purchased
or held in accounts
in the future.
It should not be
assumed that any
of the holdings
listed were or
will prove to be
profitable. A list
of all securities
held in the past
12 months, are
available upon
request.
6 Sector
Source: Frank Russell
Co., Baseline.
Other holdings
may include cash
and miscellaneous
sectors not reflected.
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