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IL Portfolio Strategy
US
UK
Eurozone
Japan

The US Industry Leaders® Portfolio Strategy (US-ILPS) is a patented process (US Patent no. 7,107,229 B1) that creates a portfolio of between 65 and 85 large cap Blue Chip companies – in 45 to 60 industries — with a senior debt rating of Single A or better. In other words, the "best of the best," leaders in their field identified by their substantial capitalization, established history of earnings and dividends, ample liquidity and easy access to credit. These companies have historically generated consistent, above average returns relative to the S&P 500.

It is a strategy that is not too risky, not too conservative, but designed for consistent solid returns over time. And past performance has proven to deliver impressive results*: the US-ILPS has generated a 2.25% average annual alpha versus the S&P 500 Index over the past 21 years (12/31/89 to 12/31/07).

Cumulative Monthly Returns

Historical Performance Analysis

Annual Returns of Domestic US Equity Indexes
Ranked in Order of Performance

*NOTE: US-ILPS results do not represent actual results of a managed portfolio.
See the Industry Leaders® Fund Web site for actual results from 3/17/99 to date.