Small/Mid Cap Growth Equity Strategy

Since its inception in 1991, Shaker's Small/Mid Cap Growth Equity Product has an average annual return of 16.4%, gross of fees.

Established: October 1, 1991

Assets Under Management: $242 Million*

Portfolio Managers:
Edward P. Hemmelgarn and Karen Mroz-Bremner, Ph.D., CFA

Objective:
To outperform the Russell 2500 Growth without commensurately higher risk.


Performance

The exhibit below compares the performance of our Small/Mid Cap Growth Equity Product versus other major market indices through June 30, 2006.

Download AIMR Disclosure Statement (PDF)

A million dollars invested in 1991 in the Small/Mid Cap Growth Equity Product would be worth $9,364,390* today, versus a far lower return for the indicies selected.

Download AIMR Disclosure Statement (PDF)

*Shaker returns are gross of fees and estimated for the most recent period ending June 30, 2006.

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