Small-Cap Growth Portfolio
|
Composite Annualized Through
June 30, 20101 |
Small-Cap Growth1
|
Russell 2000®
Growth2, 4 |
|
Year-To-Date
|
-6.18%
|
-2.31%
|
|
One Year
|
10.40%
|
17.96%
|
|
Three Year
|
-11.79%
|
-7.54%
|
|
Five Year
|
4.71%
|
1.14%
|
|
Seven Year
|
9.08%
|
5.47%
|
|
Ten Year
|
2.41%
|
-1.72%
|
|
Inception
|
14.74%
|
4.38%
|
|
Strategy Inception Date
|
April 1, 1995
|
|
| 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, CFA |
| • Assets in Product: | $146 million |
| • Total Assets in style: | $431 million |
| • Target market capitalization range: | Reflects the Russell 2000 Growth Index |
| • Benchmark | Russell 2000 Growth |
| Portfolio Characteristics3, 4, 6 | |
| • EPS Growth - Current Fiscal Year | 190% |
| • PE - Next Fiscal Year | 18 |
| • Long-Term Growth Rate | 22% |
| • PEG Ratio - Next Fiscal Year | 0.81 |
| • Weighted Average Market Cap (mil) | $1,393 |
| • Number of Holdings | 33 |
| Ten Largest Holdings5, 6 | |
| • Acme Packet Inc | • Power-One Inc |
| • Allied Nevada Gold Corp | • Rubicon Technology Inc |
| • Capella Education Co | • SXC Health Solutions |
| • Cirrus Logic Corp | • Thoratec Corp |
| • Lululemon Athletica Inc | • US Airways Group Inc |
|
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%.