Small-Mid-Cap Growth Portfolio
|
Composite Annualized Through
June 30, 20101 |
Small/Mid-Cap
Growth1 |
Russell 2500® Growth2, 4
|
|
Year-To-Date
|
-3.75%
|
-1.82%
|
|
One Year
|
14.30%
|
21.44%
|
|
Three Year
|
-13.82%
|
-7.10%
|
|
Five Year
|
1.98%
|
1.81%
|
|
Inception
|
3.65%
|
3.89%
|
|
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, 6 | |
| • EPS Growth - Current Fiscal Year | 198% |
| • PE - Next Fiscal Year | 18 |
| • Long-Term Growth Rate | 21% |
| • PEG Ratio - Next Fiscal Year | 0.84 |
| • Weighted Average Market Cap (mil) | $1,691 |
| • Number of Holdings | 34 |
| Ten Largest Holdings 5,6 | |
| • Acme Packet Inc | • Rubicon Technology Inc |
| • Allied Nevada Gold Corp | • Salix Pharmaceuticals |
| • Capella Education Co | • Sketchers USA Inc |
| • Coinstar Inc | • SXC Health Solutions |
| • Netflix 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%.