Small-Mid-Cap Growth Portfolio
|
Composite Annualized Through
December 31, 20091 |
Small/Mid-Cap
Growth1 |
Russell 2500® Growth2, 4
|
|
Year-To-Date
|
2.48%
|
41.66%
|
|
One Year
|
2.48%
|
41.66%
|
|
Three Year
|
-7.52%
|
-3.13%
|
|
Five Year
|
4.00%
|
2.00%
|
|
Inception
|
4.76%
|
4.63%
|
|
Strategy Inception Date
|
October 1, 2004
|
|
| Investment Objective | |
| To invest in the fastest growing companies. | |
| Small/Mid-Cap Growth Portfolio | |
| • Portfolio Manager: | Lee Molendyk, CFA; Lance Swanson |
| • Equity Analyst: | Mike Ashton, CFA |
| • Target market capitalization range: | Reflects the Russell 2500 Growth Index |
| • Benchmark | Russell 2500 Growth Index |
| Portfolio Characteristics3, 4, 7 | |
| • EPS Growth - Current Fiscal Year | 59% |
| • PE - Next Fiscal Year | 22 |
| • Long-Term Growth Rate | 17% |
| • PEG Ratio - Next Fiscal Year | 1.30 |
| • Weighted Average Market Cap (mil) | $3,224 |
| • Number of Holdings | 38 |
| Ten Largest Holdings 5,6 | |
| • Cognizant Tech Sol | • Priceline.Com Inc |
| • Cooper Tire & Rubber | • Seagate Technology |
| • Cree Research Inc | • SXC Health Solutions |
| • J Crew Group Inc | • Trina Solar Ltd |
| • Oshkosh Corp | • 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%.