Large-Cap Growth Portfolio
|
Composite Annualized Through
June 30, 20101 |
Large-Cap
Growth1 |
Russell 1000® Growth2,
4
|
|
Year-To-Date
|
-6.89%
|
-7.65%
|
|
One Year
|
18.77%
|
13.62%
|
|
Three Year
|
-5.00%
|
-6.91%
|
|
Five Year
|
2.69%
|
0.38%
|
|
Seven Year
|
5.27%
|
2.90%
|
|
Ten Year
|
-4.01%
|
-5.14%
|
|
Inception
|
5.97%
|
4.24%
|
|
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, 6 | |
| • EPS Growth - Current Fiscal Year | 50% |
| • PE - Next Fiscal Year | 17 |
| • Long-Term Growth Rate | 17% |
| • PEG Ratio - Next Fiscal Year | 0.97 |
| • Weighted Average Market Cap (mil) | $41,231 |
| • Number of Holdings | 36 |
| Ten Largest Holdings5, 6 | |
| • AmerisourceBergen | • Express Scripts |
| • Apple Inc | • General Mills Inc |
| • Baidu Inc | • Netflix Inc |
| • Bucyrus Intl Inc | • Proctor & Gamble |
| • Clorox Co | • Salesforce.com |
|
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%.