The Growth portfolio is designed for the risk tolerant investor with a mid to long term investment time horizon or a risk neutral investor with a with a long term outlook. Targeted Performance over a market cycle is 100% of S & P 500 upside performance with 85% market risk. The Growth portfolios are typically 70%-100% allocated in equity securities. Approximate average equity beta of > or = 1.
* Targets/holdings current as of 10/29/12.
EXAMPLE EQUITY HOLDINGS; Costco Inc (COST), Oracle (ORCL), Stryker Corp (SYK), Cal-Maine Foods (CALM), Whiting Petroleum (WLL).
EXAMPLE FIXED INCOME HOLDINGS; Centene Corp 5.75% (6/1/17), Horace Mann 6.85%, 4/15/16.