Oak Ridge Investments | Large-Cap Growth

large-cap growth STRATEGIES » objectives » performance » portfolio summary

large-cap growth Performance

Yearly Returns Composite—as of December 31, 2011*

	2011YTD	2010	2009	2008	2007	2006	2005	2004	2003	2002
Return Net of Fees (%)	-2.37	7.55	32.37	-38.52	7.75	2.63	7.66	11.67	17.55	-16.95
Return "Pure" Gross** of Fees (%)	-1.05	8.89	34.00	-37.73	9.01	3.90	9.08	13.13	19.08	-15.85
Russell 1000 Growth (%)	2.64	16.71	37.21	-38.44	11.81	9.07	5.26	6.30	29.75	-27.88
S&P 500 (%)	2.11	15.06	26.46	-37.00	5.49	15.80	4.91	10.88	28.68	-22.10

Period Returns Composite— December 31, 2011*

	Quarter	1 Year	3 Years***	5 Years***	10 Years***	Since Inception***
Return Net of Fees (%)	9.78	-2.37	11.60	-1.64	1.04	7.93
Return "Pure" Gross* of Fees (%)	10.15	-1.05	13.02	-0.41	2.33	9.17
Russell 1000 Growth (%)	10.61	2.64	18.02	2.50	2.60	7.94
S&P 500 (%)	11.82	2.11	14.11	-0.25	2.92	8.47

*click for Large-Cap Growth Disclosure
** The “pure” gross of fees performance results reflect the asset-weighted performance of accounts (including cash reserves) managed for the period and do not reflect the deduction of any wrap fees or fees in lieu of commissions on wrap-fee accounts or any advisory fees on the accounts, but do reflect the deduction of trading commissions for separately managed accounts. “Pure” gross of fees returns are supplemental to net returns.
*** Annualized