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Large Cap Growth

The Large Growth strategy is benchmarked against the Russell 1000® Growth Index. As with all Silvant strategies, the Large Cap 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: Russell 1000® Growth
Assets Under Management: $935.3M*
Strategy Inception: 2007
Portfolio Commentary: 3Q17 Large Cap Growth  

Subadvised Mutual Fund: Virtus Silvant Large-Cap Growth Stock Fund1

* As of 6/30/17

Typical Portfolio Attributes
Holdings:60 - 80
Active Weights:0.5% - 3.0%
Predicted Tracking Error:3% - 6%
Annual Turnover:60 - 120%
Typical Sector Weight vs. Benchmark+/- 2%

Data subject to change

NOTES

  • Russell 1000® Growth Index offers investors access to the large-cap growth segment of the U.S. equity universe. The index measures the performance of those Russell 1000 companies with higher price-to-book ratios and higher forecasted growth values.
  • Investors cannot invest directly in an index.
  • Frank Russell Company is the source and owner of the trademarks, service marks and copyrights related to the Russell® Indexes. Russell® is a trademark of Frank Russell Company.
  • See glossary for investment terms.

1The Fund is the successor of the RidgeWorth Silvant Large-Cap Growth Stock Fund, as a result of that fund’s reorganization with and into the Fund on July 14, 2017.

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