The Mid Cap Growth Portfolio was established in 2014. It’s a diversified growth stock portfolio invested in 40-55 companies of mid market capitalization sizes. Due to our long-term investment approach, turnover for the portfolio is low. The portfolio is managed by the Riverbridge Investment Team utilizing our time-tested investment philosophy and disciplines.

Performance

Annualized Returns
As of 06/30/2017Q-T-DY-T-D1-Year3-Year5-Year10-YearInception
Riverbridge Mid Cap Growth5.55%14.22%19.71%7.23%N/AN/A7.23%
Russell Midcap® Growth4.21%11.40%17.05%7.83%N/AN/A7.83%
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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 06/30/2017

Top Ten Holdings

As of 06/30/2017
  1. Ultimate Software Group, Inc.
  2. Veeva Systems, Inc. Class A
  3. Rollins, Inc.
  4. CoStar Group, Inc.
  5. Fiserv, Inc.
  1. athenahealth, Inc.
  2. Acuity Brands, Inc.
  3. National Instruments Corporation
  4. LKQ Corporation
  5. Cerner Corporation

Sector Weighting

As of 06/30/2017

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.