U.S. Growth Leaders Portfolio is designed for investors who seek
long-term capital appreciation along with risk control and
diversification. We utilize a distinctive sector approach in seeking
to provide above-average investment returns for our individual and
U.S. Growth Leaders Portfolio is comprised of portfolios invested in
equities with strong earnings and growth characteristics with stock
capitalizations over 7.5 billion.
The portfolios are concentrated in the healthcare, financial,
technology, and energy sectors. The portfolios are typically
invested in 30-40 equities chosen primarily from the United States.
15% of the portfolio can be invested in ADR securities from the
major developed markets of Europe and Asia. The benchmark is
the Russell 1000® Growth Index.
U.S. Growth Leaders Portfolio Seeks to Offer:
active, bottom-up, quantitative approach to stock selection
a portfolio of inefficiently priced, large-cap growth stocks
with superior fundamentals relative to the underlying market
sector over and under weights driven by our unique quantitative
box investment screening process
in a concentrated portfolio of 30-40 stocks
portfolio protection with low downside capture ratio
average turnover is below average at 22%
of five-star Morningstar Rating in the separate account database
for both three and five year periods