Research
Research Papers
Summary Attribution
General summary of the current period performance drivers.
| Research Paper | Summary | Date |
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US equity markets advanced in February territory with the Russell Midcap Growth Index and S&P Midcap Index gaining 4.05% and 4.65% for the month respectively. |
02/28/2011 |
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US equity markets advanced in February territory with the Russell 1000 Growth Index and S&P 500 Index gaining 3.27% and 3.43% for the month respectively. |
02/28/2011 |
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US equity markets began the New Year in positive territory with the Russell Midcap Growth Index and S&P Midcap Index each gaining 2.00% for the month. |
01/31/2011 |
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US equity markets began the New Year in positive territory with the Russell 1000 Growth Index and S&P 500 Index gaining 2.54% and 2.37% for the month respectively. |
01/31/2011 |
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US Equity markets rallied sharply in the fourth quarter to finish 2010 with the Russell 1000 Growth Index and S&P 500 Index gaining 11.83% and 10.74% for the quarter respectively. |
12/31/2010 |
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US Equity markets rallied sharply in December to finish 2010 with the Russell 1000 Growth Index and S&P 500 Index gaining 5.51% and 6.68% for the month respectively. |
12/31/2010 |
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US Equity markets rallied sharply in the fourth quarter to finish 2010 with the Russell Midcap Growth Index and S&P Midcap Index gaining 14.01% and 13.50% for the quarter respectively. |
12/31/2010 |
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US Equity markets rallied sharply in December to finish 2010 with the Russell Midcap Growth Index and S&P Midcap Index gaining 6.24% and 6.55% for the month respectively. |
12/31/2010 |
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US Equity markets took a rest in November as investors mulled over the effects of quantitative easing (QE II), Irish and EU bailout issues, and slightly higher interest rates. The Montag & Caldwell Large Cap Growth Rep Equity Account gained 1.18% in November compared with +1.16% for the Russell 1000 Growth Index and +0.01% for the S&P 500 Index. |
11/30/2010 |
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US Equity markets took a rest in November as investors mulled over the effects of quantitative easing (QE II), Irish and EU bailout issues, and slightly higher interest rates. The Montag & Caldwell Mid Cap Growth Rep Equity Account gained 4.27% in November compared with +3.28% for the Russell Midcap Growth Index and +2.97% for the S&P Midcap Index. |
11/30/2010 |
