Large Cap Value Equity
The strategy seeks to provide maximum, long-term total return, consistent with reasonable risk to principal, by investing primarily in common stocks of large cap companies in terms of revenues, assets and market capitalization. The portfolio is conviction weighted and concentrated resulting in a portfolio of 30-40 stocks.
|Asset Class / Style||U.S. Equity / Value|
|Benchmark||S&P 500® Index|
|Total Strategy Assets||$70.3 MM as of 09/30/2017|
|Total Product Assets||$43.0 MM as of 09/30/2017|
Performance As of 09/30/2017
- Large Cap Value Equity - Gross Returns
- Large Cap Value Equity - Net Returns
- S&P 500® Index
Net performance reflects the deduction of brokerage commissions and expenses incurred to manage the portfolio, and the reinvestment of dividends and other income. Past performance does not guarantee future results. Please refer to the full disclosure found under Additional Information.
All periods exceeding one year are annualized.
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