Research
Research Papers
Summary Attribution
General summary of the current period performance drivers.
| Research Paper | Summary | Date |
|---|---|---|
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
