Small Growth
Category |
Growth of 10k
02-04-10
S&P 500 TR
Small Growth
| Top Decile Averge Return | 24.96 | 17.44 | -14.07 | 64.69 | 24.31 | 15.11 | 20.26 | 21.63 | -32.06 | 56.40 | |
| Bottom Decile Average Return | -22.51 | -29.40 | -41.28 | 30.11 | 3.09 | -2.22 | 3.02 | -6.03 | -50.06 | 17.48 | |
| Total Return % | -3.85 | -8.91 | -27.88 | 45.54 | 12.41 | 6.02 | 10.81 | 7.59 | -41.55 | 35.46 | |
| +/-S&P 500 TR | 5.25 | 2.98 | -5.78 | 16.86 | 1.53 | 1.11 | -4.98 | 2.10 | -4.55 | 9.00 | |
| +/-Russell 2000 Growth TR USD | 18.58 | 0.32 | 2.38 | -3.00 | -1.90 | 1.87 | -2.54 | 0.54 | -3.01 | 0.99 | |
| Expense Ratio % | 1.49 | 1.51 | 1.57 | 1.61 | 1.58 | 1.57 | 1.55 | 1.53 | 1.53 | 1.55 | |
| Income Ratio % | -0.81 | -0.78 | -1.07 | -1.15 | -1.12 | -1.03 | -0.95 | -0.85 | -0.80 | -0.80 | |
| Turnover Ratio % | 135 | 123 | 116 | 134 | 114 | 108 | 112 | 110 | 114 | 130 | |
| Net Assets $bil | 0.21 | 0.20 | 0.14 | 0.18 | 0.19 | 0.19 | 0.19 | 0.19 | 0.12 | 0.13 |
Category Leaders
| 5 Yr Returns | ||
|---|---|---|
| Birmiwal Oasis | 13.90 | |
| TCW Small Cap Growth I | 8.55 | |
| TCW Small Cap Growth N | 8.17 | |
| Brown Capital Mgmt Small Co Instl | 8.08 | |
| Royce 100 Svc | 6.83 | |
Largest Buys
| Value $mil | ||
|---|---|---|
| Human Genome Sciences | 279.7 | |
| United Therapeutics Corporation | 226.4 | |
| GSI Commerce, Inc. | 218.9 | |
| Gartner, Inc. A | 197.3 | |
| Deckers Outdoor Corporation | 194.0 | |
Largest Holdings
| % Net Assets | ||
|---|---|---|
| SBA Communications Corporation | 0.48 | |
| WMS Industries, Inc. | 0.44 | |
| Waste Connections, Inc. | 0.43 | |
| J. Crew Group, Inc. | 0.40 | |
| MSCI, Inc. | 0.40 | |
Largest Sells
| Value $mil | ||
|---|---|---|
| Steak n Shake Company | -227.9 | |
| Amedisys, Inc. | -193.1 | |
| Alaska Air Group, Inc. | -176.8 | |
| Chattem, Inc. | -152.7 | |
| Brocade Communications Systems, Inc. | -148.1 | |