Eastman Chemical at a significant premium
Posted: Thu Jul 10, 2025 5:36 am
Gross Expense Ratio: Fund expense ratios are calculated based on the Fund's average net assetsduring the Fund's most recently completed fiscal year (or based on estimated amounts for funds thathave been in existence less than one year), and have not been adjusted for current asset levels. Ifadjusted for any decrease or increase in assets, expense ratios would be higher or lowe
r
, respectively,than the numbers shown above. Please see the Fund's prospectus for additional details.
The Russell 2000 Growth Index measures the performance ofthose Russell 2000 Index companieswith higher price-to-book ratios and higher forecasted growth values.The S&P 500 Index is an unmanaged list of common stocks which includes 500 large companies.It is not possible to invest directlyWithin consumer discretionary, the biggest contributor mobile database in the portfolio was Tempur-Pedic
International, which was up significantly in the period. Following the huge success of its
Cloud mattress line, which focused on a previously unaddressed market that preferred asofter feeling mattress, the company introduced the Simplicity line, which also focuses on
a previously unaddressed market for more moderately priced mattresses. Tempur-Pedic
raised its earnings and revenue guidance for 2012 and also announced a sharerepurchase program during the quarter.
In information technology, Volterra Semiconductor was the top contributor. The company
makes devices for servers and notebook computers and is benefitting from an overdue
technology refresh cycle. Similarly, firewall and cybersecurity provider Sourcefire
contributed positively.Biopharmaceutical company Amarin was another top contributor. The company was up
significantly in the period on positive news about one of its patents on a drug to treat
cardiovascular disease.
The most significant source of negative performance was stock selection in the healthcare sector, most notably IPC The Hospitalist Company, a provider of hospitalist services
r
, respectively,than the numbers shown above. Please see the Fund's prospectus for additional details.
The Russell 2000 Growth Index measures the performance ofthose Russell 2000 Index companieswith higher price-to-book ratios and higher forecasted growth values.The S&P 500 Index is an unmanaged list of common stocks which includes 500 large companies.It is not possible to invest directlyWithin consumer discretionary, the biggest contributor mobile database in the portfolio was Tempur-Pedic
International, which was up significantly in the period. Following the huge success of its
Cloud mattress line, which focused on a previously unaddressed market that preferred asofter feeling mattress, the company introduced the Simplicity line, which also focuses on
a previously unaddressed market for more moderately priced mattresses. Tempur-Pedic
raised its earnings and revenue guidance for 2012 and also announced a sharerepurchase program during the quarter.
In information technology, Volterra Semiconductor was the top contributor. The company
makes devices for servers and notebook computers and is benefitting from an overdue
technology refresh cycle. Similarly, firewall and cybersecurity provider Sourcefire
contributed positively.Biopharmaceutical company Amarin was another top contributor. The company was up
significantly in the period on positive news about one of its patents on a drug to treat
cardiovascular disease.
The most significant source of negative performance was stock selection in the healthcare sector, most notably IPC The Hospitalist Company, a provider of hospitalist services