Large-Cap Growth Portfolio
|
Composite Annualized Through
December 31, 20091 |
Large-Cap
Growth1 |
Russell 1000® Growth2,
4
|
|
Year-To-Date
|
22.37%
|
37.21%
|
|
One Year
|
22.37%
|
37.21%
|
|
Three Year
|
0.44%
|
-1.89%
|
|
Five Year
|
4.18%
|
1.63%
|
|
Seven Year
|
8.59%
|
5.92%
|
|
Ten Year
|
-2.98%
|
-3.99%
|
|
Inception
|
6.73%
|
4.98%
|
|
Strategy Inception Date
|
January 1, 1996
|
|
| Investment Objective | |
| To invest in the fastest growing Large Capitalization companies. | |
| Large-Cap Growth Portfolio | |
| • Portfolio Manager: | Mike Ashton, CFA |
| • Target market capitalization range: | Reflects the Russell 1000 Growth Index |
| • Benchmark | Russell 1000 Growth |
| Portfolio Characteristics3, 4, 7 | |
| • EPS Growth - Current Fiscal Year | 29% |
| • PE - Next Fiscal Year | 10 |
| • Long-Term Growth Rate | 15% |
| • PEG Ratio - Next Fiscal Year | 0.69 |
| • Weighted Average Market Cap (mil) | $38,883 |
| • Number of Holdings | 37 |
| Ten Largest Holdings5, 6 | |
| • Cree Research Inc | • Perrigo Co |
| • Hewlett Packard Co | • Priceline.Com Inc |
| • Mckesson Hboc Inc Com | • Seagate Technology |
| • Micron Technology | • Virgin Media Inc |
| • NetApp Inc | • Western Digital |
|
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%.