Small 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 small cap companies in terms of revenues, assets and market capitalization. Generally, the portfolio will invest in companies with market capitalizations within the range of the Russell 2000® Value Index at the time of purchase.

  • Asset Class / Style
    U.S. Equity / Value
  • Inception Date
  • Benchmark
    Russell 2000® Value Index
  • Total Strategy Assets
    $3,944.99 MM as of 03/31/2021
  • Total Composite Assets
    $3,839.83 MM as of 03/31/2021


As of 03/31/2021

Total Returns (%)
  • Small Cap Value Equity - Gross Returns
  • Small Cap Value Equity - Net Returns
  • Russell 2000® Value Index
*Since Inception: 04/30/1993

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 Strategy Materials.

All periods exceeding one year are annualized.

NOTICE: Russell Investment Group is the source and owner of the Russell Index data contained or reflected in this material and all trademarks and copyrights related thereto. The presentation may contain confidential information and unauthorized use, disclosure, copying, dissemination or redistribution is strictly prohibited. This is a presentation of Investment Counselors of Maryland. Russell Investment Group is not responsible for the formatting or configuration of this material or for any inaccuracy in ICM's presentation thereof.