Skip to navigation

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.

Portfolio

Management Approach: Team
Benchmark: S&P 500
Assets Under Management:
$323.3M*
Strategy Inception: 1984

Portfolio Commentary: 4Q16 Large Cap Core Growth

* As of 12/31/16

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

Designed and created by DDM Marketing & Communications.