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 11/30/11.
EXAMPLE EQUITY HOLDINGS; Costco Inc (COST), Oracle (ORCL), Stryker Corp (SYK), Cisco Systems (CSCO).
EXAMPLE FIXED INCOME HOLDINGS; Hanesbrands 3ml+337.5bp (12/15/14), Amerenenergy 7% (4/15/18), Old Republic 8% (5/15/12).
