Mutual Funds


MUTUAL FUNDS

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Navellier Performance Funds


Navellier Mid Cap Growth Portfolio/Navellier Mid Cap Growth I Shares

Sector Allocation as of 09/30/2008 
Consumer Discretionary 16.35%
Consumer Staples 4.13%
Energy 6.92%
Financials 5.85%
Healthcare 18.76%
Industrials 19.45%
Information Technology 18.74%
Materials 4.04%
Telecommunications 2.57%
Utilities 3.19%
 
 
Top 10 Holdings as of 09/30/2008 
Express Scripts Inc. 3.8%
TJX Companies Inc. 3.5%
Fomento Economico Mexicano 3.0%
Bard (C.R.) Inc. 3.0%
Thermo Fisher Scientific 3.0%
Yum Brands Inc. 3.0%
Flir Systems Inc. 2.6%
Varian Medical Systems 2.6%
Quanta Services Inc. 2.5%
Fastenal Co. 2.4%

Sector Allocation and Top 10 Holdings are subject to change at any time. Download Full Portfolio Holdings.



Navellier Aggressive Micro Cap Portfolio

Sector Allocation as of 09/30/2008 
Consumer Discretionary 9.22%
Consumer Staples 7.43%
Energy 4.17%
Financials 2.19%
Healthcare 23.29%
Industrials 13.04%
Information Technology 20.14%
Materials 13.78%
Telecommunications 1.81%
Utilities 4.93%
 
 
Top 10 Holdings as of 09/30/2008 
Laclede Group Inc. 4.3%
Stepan Co. 3.8%
Maximus Inc. 3.0%
Kindred Healthcare Inc. 3.0%
Synnex Corp. 2.9%
Earthlink Inc. 2.9%
Meridian Bioscience Inc. 2.8%
Newmarket Corp. 2.8%
Unifi Inc. 2.7%
Beacon Roofing Supply Inc. 2.6%

Sector Allocation and Top 10 Holdings are subject to change at any time. Download Full Portfolio Holdings.



Navellier Fundamental 'A' Portfolio

Sector Allocation as of 09/30/2008 
Consumer Discretionary 5.77%
Consumer Staples 5.71%
Energy 22.47%
Financials 0.00%
Healthcare 5.91%
Industrials 11.34%
Information Technology 28.83%
Materials 19.97%
Telecommunications 0.00%
Utilities 0.00%
 
 
Top 10 Holdings as of 09/30/2008 
Activision Blizzard Inc. 4.8%
Fording Canadian Coal Trust 4.0%
Sybase Inc. 3.9%
Telecommunications Systems Inc. 3.9%
BP Prudhoe Bay Royalty Trust 3.4%
AZZ Inc. 3.3%
Ansys Inc. 3.2%
Altra Holdings 3.1%
Ralcorp Holdings Inc. 3.0%
Fuel Systems Solutions 3.0%

Sector Allocation and Top 10 Holdings are subject to change at any time. Download Full Portfolio Holdings.

 



Navellier Funds are distributed by IFS Fund Distributors, Inc., Cincinnati, Ohio. Member FINRA/SIPC.