Market Watch: Coming of Age

Here are the fund’s top 15 investments (of 49) as of Jan. 31:

Total return - 2018

Share of fund

Total return - 2017

Total return - 3 years

Total return - 5 years

Company

Ticker

Industry

through April 10

Veeva Systems Inc. Class A

(VEEV, US)

3.9%

Software

30%

36%

169%

N/A

Insulet Corp.

(PODD, US)

3.8% Medical Specialties

25%

83%

183%

227%

ABIOMED Inc.

(ABMD, US)

3.4% Medical Specialties

60%

66%

333%

N/A

Stamps.com Inc.

(STMP, US)

3.4% Internet Software/ Services

13%

64%

217%

750%

Quidel Corp.

(QDEL, US)

3.3% Medical Specialties

23%

102%

108%

135%

Cantel Medical Corp.

(CMD, US)

3.3% Medical Specialties

6%

31%

127%

450%

Cognex Corp.

(CGNX, US)

3.0% Electronic Production Equipment

-17%

93%

99%

412%

Tyler Technologies Inc.

(TYL, US)

2.9% Data Processing Services

20%

24%

70%

255%

Guidewire Software Inc.

Information Technology Services

(GWRE, US)

2.9%

10%

51%

52%

120%

Inogen Inc.

(INGN, US)

2.6% Medical Specialties

12%

77%

283%

N/A

OraSure Technologies Inc.

(OSUR, US)

2.5% Medical Specialties

-8%

115%

154%

243%

Canada Goose Holdings Inc.

(GOOS, US)

2.5% Apparel/Footwear

12%

N/A

N/A

N/A

Neogen Corp.

(NEOG, US)

2.4% Medical Specialties

10%

25%

93%

169%

WageWorks Inc.

Information Technology Services

(WAGE, US)

2.4%

-29%

-14%

-17%

79%

Paycom Software Inc.

(PAYC, US)

2.3%

Software

38%

77%

250%

N/A

Sources: Morningstar, FactSet