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Mid Cap Growth

Summary

Summary

KEY FACTS as of 01/31/2020


Strategy Inception Date
Aug 1995
Strategy AUM
$825.3 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

21 Years of Industry Experience

Supported By 36 Investment Professionals with 18 Years Avg. Industry Experience

Portfolio

Portfolio

CHARACTERISTICS as of 01/31/2020

Portfolio Index
Portfolio Index
Number of Holdings 91 402
Forward P/E 25.2x 23.8x
Earnings Growth 14.9% 14.5%
Sales Growth 13.2% 12.2%
Return on Equity 12.1% 18.7%
Weighted Average Mkt. Cap $25.8 B $20.9 B

Performance

Performance

Mid Cap Growth Equity Institutional Composite

Average Annual Returns as of 01/31/2020

YTD 1-YR 3-YR 5-YR 10-YR Since Inception
Gross of Fees 2.15% 27.95% 18.06% 13.09% 14.32% 10.60%
Net of Fees 2.05% 26.44% 16.63% 11.72% 12.93% 9.53%
Russell Midcap® Growth Index 0.94% 22.64% 16.44% 12.19% 14.81% 8.87%

Calendar Year Returnsas of 01/31/2020

2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Gross of Fees 38.35% -2.10% 24.36% 2.35% 4.00% 7.67% 38.95% 15.42% -8.76% 25.00%
Net of Fees 36.72% -3.30% 22.86% 1.10% 2.71% 6.30% 37.09% 13.87% -10.03% 24.08%
Russell Midcap® Growth Index 35.47% -4.75% 25.27% 7.33% -0.20% 11.90% 35.74% 15.81% -1.65% 26.38%

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