The Smid Cap Growth Portfolio was established in 2006. It is a diversified growth stock portfolio invested in 40-55 companies of small to mid 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 Smid Cap Growth1.85%18.24%17.49%12.22%13.13%10.43%11.45%
Russell 2500™ Growth5.78%17.03%20.07%11.27%14.46%8.72%9.23%
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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. Grand Canyon Education, Inc.
  2. CoStar Group, Inc.
  3. Ultimate Software Group, Inc.
  4. Healthcare Services Group, Inc.
  5. HEICO Corporation
  1. Verisk Analytics, Inc.
  2. Fastenal Company
  3. ANSYS, Inc.
  4. National Instruments Corporation
  5. Five Below, 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.