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Large Cap Core Growth

The Large Cap Core Growth portfolio tends to invest in stocks with a competitive advantage, strong profitability metrics, above average free cash flow, above average operating margins and positive price trends.


Management Approach: Team
Benchmark: S&P 500
Assets Under Management:
Strategy Inception: 1984

Portfolio Commentary: 4Q16 Large Cap Core Growth

* As of 3/31/17

Typical Portfolio Attributes
Holdings:50 - 65
Active weights:1.0% - 5.0%
Predicted Tracking error:3% - 6%
Annual Turnover:60 - 100%
Typical sector weight vs. Benchmark+/-4%

Data subject to change

Quarterly Review

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