The Large Cap Growth Portfolio was established in 1997. It is a diversified growth stock portfolio invested in 30-45 companies of large market capitalization sizes. Due to our long-term investment approach, turnover for the portfolio is low – averaging less than 20% annually. The portfolio is managed by the Riverbridge Investment Team utilizing our time-tested investment philosophy and disciplines.

Performance

Annualized Returns
As of 09/30/2017Q-T-DY-T-D1-Year3-Year5-Year10-YearInception
Riverbridge Large Cap Growth1.85%13.02%11.75%11.11%14.38%7.77%7.47%
Russell 1000® Growth5.90%20.72%21.94%12.69%15.26%9.08%6.55%
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The above presents gross of fees performance figures and does not reflect the deduction of investment advisory fees. Past performance does not guarantee future results. Please refer to Riverbridge Disclosures.

View net of fees.

Risk Profile

As of 09/30/2017

Top Ten Holdings

As of 09/30/2017
  1. UnitedHealth Group, Inc.
  2. Microsoft Corporation
  3. Amazon.com, Inc.
  4. Ecolab, Inc.
  5. Starbucks Corporation
  1. Fiserv, Inc.
  2. Walgreens Boots Alliance, Inc.
  3. Acuity Brands, Inc.
  4. 3M Company
  5. Verisk Analytics, Inc.

Sector Weighting

As of 09/30/2017

Performance related information, including but not limited to market capitalization information, portfolio risk measures, sector weightings, attribution, and representative holdings provided in this document, is presented as supplemental information to the compliant presentation included herein.