At a Glance - Fourth Quarter, 2011
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Asset Managers:
Los Angeles Capital (Los Angeles, CA)
Wellington Management (Boston, MA) |
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Download:
Individual Fund Fact Sheet
Fourth Quarter, 2011
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 PDF |
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Strategy
The investment managers' strategy is to identify and invest in growth companies with market capitalization greater than $1.5 B. Stocks selected will reflect two complementary styles of investing that seek: 1) to identify stocks of growing, profitable companies; 2) to invest in companies that have positive earnings momentum and a potential to exhibit a positive earnings surprise in reported results. Emphasis is placed on individual stock research and selection. |
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3Mo |
1Yr |
3Yr |
5Yr |
Since
Incep. |
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The CUIT Growth Fund returned 10.69% (Class B, 10.80%) exceeding the benchmark Russell 1000 Growth Index’s 10.61% return for the quarter.
Stock selection was strongest in information technology, industrials, consumer
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| Market Sector Analysis % |
| Industry Allocation |
GF |
Russell 1000G |
| Consumer Discretionary |
16.1 |
14.2 |
| Consumer Staples |
6.6
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12.8 |
| Energy |
11.5 |
11.1 |
| Financials |
2.4
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4.2 |
| Health Care |
10.4
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10.7 |
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