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Large Cap Core Growth

The Large Cap Core Growth portfolio's goal is 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®
Strategy Inception: 1984
Portfolio Commentary: 1Q19 Large Cap Core Growth

Typical Portfolio Attributes
Holdings50 - 65
Active Position Sizes1.0% - 5.0%
Predicted Tracking Error3 - 6%
Typical Annual Turnover (Rolling 3-year Average)34%
Typical Sector Weight vs. Benchmark+/-4%

Data subject to change

NOTES

  • S&P 500® Index is an unmanaged index of 500 selected common large capitalization stocks (most of which are listed on the New York Stock Exchange) that is often used as a measure of the U.S. stock market.
  • Investors cannot invest directly in an index.
  • See glossary for investment terms.

 

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