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 09/19/09.
EXAMPLE EQUITY HOLDINGS; Costco Inc (COST), Valero Energy (VLO), Intercontinental Exchange (ICE), Stryker Corp (SYK), Cisco Systems (CSCO).
EXAMPLE FIXED INCOME HOLDINGS; First Eagle Bank CD 4.35% (3/30/11), TIPS Barclays Index ETF (TIP), Simon Property Group 5.625% (8/15/14).
