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 06/30/2017Q-T-DY-T-D1-Year3-Year5-Year10-YearInception
Riverbridge Smid Cap Growth7.10%16.10%21.92%10.09%13.16%10.54%11.55%
Russell 2500™ Growth4.13%10.63%21.44%7.65%14.33%8.18%8.88%
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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. CoStar Group, Inc.
  2. National Instruments Corporation
  3. Ultimate Software Group, Inc.
  4. Grand Canyon Education, Inc.
  5. Healthcare Services Group, Inc.
  1. Chemed Corporation
  2. Verisk Analytics, Inc.
  3. athenahealth, Inc.
  4. HEICO Corporation
  5. Fastenal Company

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.