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Small Cap Growth

The Small Growth strategy is benchmarked against the Russell 2000® Growth Index. As with all Silvant strategies, the Small 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 2000® Growth
Assets Under Management: $40.9M*
Strategy Inception: 2001

Subadvised Mutual Fund: Virtus Silvant Small-Cap Growth Stock Fund
Portfolio Commentary: 2Q17 Small Cap Growth

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

* As of 6/30/17

Typical Portfolio Attributes
Holdings:90 - 110
Active Weights:0.5% - 1.5%
Predicted Tracking Error:4% - 7%
Annual Turnover:50 - 150%
Typical Sector Weight vs. Benchmark+/- 3%
Avg. Market Capitalization$.75 - 1.75B

Data subject to change

Quarterly Review

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