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Investment Objective
The Evestia Mid Cap Growth SMA equally weights 30 smaller stocks within the S&P 500
expected to experience above-average growth rates compared to the broader market. The focus is on capital appreciation rather than dividend income.
Performance
As of
3-31-25
YTD
1 Yr
2 Yr
3 Yr
Inception
Evestia Mid Cap Growth
-2.98%
-7.26%
-
-
2.03%
iShares Russell Mid-Cap Growth
-7.23%
3.35%
-
-
12.36%
S&P 500
-4.27%
8.28%
-
-
15.83%
Past performance is not indicative of future results. Evestia live model performance is net of 35 bps platform and strategy fees, but not advisory fees or trading costs. Returns are hypothetical and do not reflect the actual performance of any particular account. For professional investor use only.
Portfolio Statistics*
As of
3-31-25
Evestia Mid Cap Growth
iShares Russell Mid-Cap Growth
Alpha
-7.71%
0.00
Beta
0.68
1.00
Sharpe Ratio
-0.18
0.34
Upside Capture Ratio
55%
100%
Downside Capture Ratio
60%
100%
Standard Deviation
15.79%
20.67%
Risk Adjusted Returns (%)*
As of
3-31-25
Evestia Mid Cap Growth
iShares Russell Mid-Cap Growth
*Since Inception
Portfolio
Top 10 Holdings
As of
3-31-25
Agilent Technologies Inc
3.3%
FactSet Research Systems Inc
3.3%
Garmin Ltd
3.3%
IDEXX Laboratories Inc
3.3%
MarketAxess Holdings Inc
3.3%
Motorola Solutions Inc
3.3%
Portfolio Characteristics
Average Market Cap (Bln)
18.1
Dividend Yield
1.33%
P/E Forward (12m)
19.12
5 Yr Growth
11.54
Return on Equity
42.42
Number of Holdings
30
As of
3-31-25
NetApp Inc
3.3%
Paycom Software Inc
3.3%
Resmed Inc
3.3%
Teradyne Inc
3.3%
Sector Exposure
Utilities
0.00%
As of
3-31-25
Consumer Defensive
3.3%
Healthcare
16.67%
Communication Services
0.0%
Technology
26.7%
Consumer Cyclical
13.3%
Financial Services
13.3%
Real Estate
0.0%
Basic Materials
0.0%
Industrials
26.7%
Energy
0.0%
Learn more about Evestia's Mid Cap Strategies.
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