Research
Research Papers
Summary Attribution
General summary of the current period performance drivers.
| Research Paper | Summary | Date |
|---|---|---|
|
You must be logged in to download files. |
US Equity markets continued to advance in March as investors anticipate improving economic conditions. For March, all sectors in the Russell 1000 Growth Index and S&P 500 Index recorded positive returns and overall returned 5.78% and 6.03% for the month respectively. |
03/31/2010 |
|
You must be logged in to download files. |
US Equity markets continued to advance in March as investors anticipate improving economic conditions. For the month, all sectors in the Russell Midcap Growth and Montag & Caldwell Mid Cap Representative Portfolio recorded positive returns. |
03/31/2010 |
|
You must be logged in to download files. |
US Equity markets moved higher in February. For the month, the Russell 1000 Growth Index and S&P 500 Index advanced 3.44% and 3.10% respectively, recovering most of January’s decline. |
02/28/2010 |
|
You must be logged in to download files. |
US Equity markets moved higher in February. For the month, the Russell Midcap Growth Index advanced 4.96%. Within the Russell Midcap Growth, the materials, energy, and technology sectors were the three strongest performers, while utilities was the only sector to record negative returns for the month. |
02/28/2010 |
|
You must be logged in to download files. |
The US Equity markets began January 2010 in a positive fashion, yet investors turned cautious and took profits later in the month. For the period, the Russell Midcap Growth Index and the S&P Midcap Index experienced declines of 3.99% and 3.22%. |
01/31/2010 |
|
You must be logged in to download files. |
The US Equity markets began January 2010 in a positive fashion, yet investors turned cautious and took profits later in the month. For the period, the Russell 1000 Growth Index and the S&P 500 Index experienced declines of 4.36% and 3.60%. |
01/31/2010 |
|
You must be logged in to download files. |
US Equity markets turned in a positive performance in the fourth quarter of 2009. For the quarter, the Russell 1000 Growth Index posted a gain of 7.94%. Technology was the leading sector, posting a quarterly gain of 11.83%. The financial sector was the weakest, but was still positive (+1.76%). Large cap stocks were strong during the quarter, outperforming mid-cap and small-cap stocks by a substantial margin. |
12/31/2009 |
|
You must be logged in to download files. |
Despite a sell-off on the last day of 2009, US Equity markets turned a positive performance in December. For the month, the Russell 1000 Growth Index posted a gain of 3.09%. Technology and utilities were the leading sectors, posting monthly gains of 5.94% and 6.49%, respectively. |
12/31/2009 |
|
You must be logged in to download files. |
US Equity markets turned in a positive performance in the fourth quarter of 2009. For the quarter, the Russell Midcap Growth Index posted a gain of 6.69%. |
12/31/2009 |
|
You must be logged in to download files. |
Despite a sell-off on the last day of 2009, US Equity markets turned in a positive performance in December. For the month, the Russell Midcap Growth Index posted a gain of 6.19%. |
12/31/2009 |
