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Mid Cap Growth

Summary

Summary

KEY FACTS as of 07/31/2019


Strategy Inception Date
Aug 1995
Strategy AUM
$973.3 M
Benchmark
Russell Midcap® Growth Index
eVestment Universe
US Mid Cap Growth Equity

Vehicles


  • This strategy is available as a:
  • Separate Account
  • Mutual Fund
  • Series Fund

PORTFOLIO MANAGERS

Jeffrey Rabinowitz, CFA
Jeffrey Rabinowitz, CFA

Portfolio Manager

20 Years of Industry Experience

Supported By 38 Investment Professionals with 18 Years Avg. Industry Experience

Portfolio

Portfolio

CHARACTERISTICS as of 07/31/2019

Portfolio Index
Portfolio Index
Number of Holdings 97 399
Forward P/E 23.3x 23.1x
Earnings Growth 15.1% 14.9%
Sales Growth 12.7% 12.3%
Return on Equity 15.5% 19.9%
Weighted Average Mkt. Cap $22.1 B $18.4 B

Performance

Performance

Mid Cap Growth Equity Institutional Composite

Average Annual Returns as of 06/30/2019

YTD 1-YR 3-YR 5-YR 10-YR Since Inception
Gross of Fees 28.21% 19.61% 16.53% 11.28% 15.36% 10.40%
Net of Fees 27.45% 18.16% 15.11% 9.91% 13.98% 9.33%
Russell Midcap® Growth Index 26.08% 13.94% 16.49% 11.10% 16.02% 8.71%

Calendar Year Returnsas of 06/30/2019

2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Gross of Fees -2.10% 24.36% 2.35% 4.00% 7.67% 38.95% 15.42% -8.76% 25.00% 47.56%
Net of Fees -3.30% 22.86% 1.10% 2.71% 6.30% 37.09% 13.87% -10.03% 24.08% 46.49%
Russell Midcap® Growth Index -4.75% 25.27% 7.33% -0.20% 11.90% 35.74% 15.81% -1.65% 26.38% 46.29%

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