Institutional Small-Cap Growth Portfolio
|
Composite Annualized Through
December 31, 20091 |
Institutional
Small-Cap Growth1 |
Russell 2000® Growth2,
4
|
|
Year-To-Date
|
0.05%
|
34.47%
|
|
One Year
|
0.05%
|
34.47%
|
|
Three Year
|
-8.50%
|
-4.00%
|
|
Five Year
|
3.81%
|
0.87%
|
|
Seven Year
|
13.05%
|
8.53%
|
|
Ten Year
|
1.92%
|
-1.37%
|
|
Inception
|
8.96%
|
3.34%
|
|
Strategy Inception Date
|
January 1, 1996
|
|
| Investment Objective | |
| To invest in the fastest growing Small Capitalization companies. | |
| Small-Cap Growth Portfolio | |
| • Co-Portfolio Managers: | Lee Molendyk CFA; Lance Swanson |
| • Equity Analyst: | Mike Ashton |
| • Assets in Product: | $320 million |
| • Total Assets in style: | $500 million |
| • Target market capitalization range: | Reflects the Russell 2000 Growth Index |
| • Benchmark | Russell 2000 Growth |
| Portfolio Characteristics3, 4, 7 | |
| • EPS Growth - Current Fiscal Year | 51% |
| • PE - Next Fiscal Year | 21 |
| • Long-Term Growth Rate | 17% |
| • PEG Ratio - Next Fiscal Year | 1.26 |
| • Weighted Average Market Cap (mil) | $1,826 |
| • Number of Holdings | 43 |
| Ten Largest Holdings5, 6 | |
| • Aixtron Ag ADR | • Oshkosh Corp |
| • Cooper Tire & Rubber | • Sourcefire Inc |
| • Green Mtn Coffee Roasters | • SXC Health Solutions |
| • J Crew Group Inc | • Trina Solar Ltd |
| • Microstrategy Inc | • Veeco Instruments |
|
1 Composite
as of
December 31, 2009.
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. |
March 10, 2010
March started off well for stocks despite a continued mix of news on the economic front. The Nasdaq Composite led the charge last week in posting a gain of 3.9%. The S&P 500 climbed 3.1%, while the Dow Jones Industrial Average added 2.3%.