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Mid-Cap
Growth Portfolio
Composite Annualized Through
June 30, 2008 1 |
Mid-Cap
Growth1 |
Russell
Midcap® Growth2, 4 |
Year-To-Date |
-4.54% |
-6.81% |
One Year |
16.70% |
-6.42% |
Three Year |
19.92% |
8.19% |
Five Year |
16.53% |
12.32% |
Seven Year |
6.44% |
5.07% |
Ten Year |
9.00% |
5.64% |
Inception |
15.04% |
11.33% |
Strategy Inception Date |
January
1, 1989 |
| Investment Objective |
|
| To invest in the fastest growing Mid Capitalization companies. |
| Mid-Cap Growth Portfolio |
|
| • Portfolio Manager: |
Randy Yurchak, CFA |
| • Assets in Product: |
$237 million |
| • Total Assets in style: |
$237 million |
| • Target market capitalization range: |
Reflects the Russell
Midcap Growth Index |
| • Benchmark |
Russell Midcap Growth |
| Portfolio Characteristics3, 4 |
|
| • EPS Growth - Current Fiscal Year |
98% |
| • PE - Next Fiscal Year |
21 |
| • Long-Term Growth Rate |
23% |
| • PEG Ratio - Next Fiscal Year |
0.88 |
| • Weighted Average Market Cap (mil) |
$6,082 |
| • Number of Holdings |
35 |
| Ten Largest Holdings5 |
|
| • Alpha Natural
Res Inc |
• Energy Conversion
Devices, Inc |
| • BPZ Resources
Inc |
• Flowserve
Corp |
| • CF Inds Hldgs
Inc |
• Illumina Inc |
| • Consol Energy
Inc |
• Massey Energy
Corp |
| • Continental
Resources Inc |
• Walter Inds
Inc |
| Diversification6 |
 |
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 Midcap® Growth
Index with income. The Russell
Midcap Growth Index is an
unmanaged index that is constructed
to provide a comprehensive
and unbiased barometer of
the mid-cap growth market
measuring the performance
of those companies in the
Russell Midcap Growth Index
with higher price-to-book
ratios and higher forecasted
growth values. The Russell
Midcap 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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