Small Cap Value
Equity Strategies
Large Cap Growth
Mid Cap Growth
SMid Growth
Small Cap Growth
Dividend Growth
Multi-Cap Growth
SMid Core Opportunity
Small Cap Value
Philosophy
process
Style: Small Cap Value
Inception: 10/31/2010
Benchmark: Russell 2000 Value Index
Target Number of Holdings: 70 to 110
Diversification Targets: Sector and Industry weightings +/- 5% relative to the Benchmark
Turnover: 25 to 60% annually
Fully Invested: Average cash allocation of 1 to 5%
Investment Policy Committee
Jeff Kerrigan, CFA Committee Chair
Martine Elie, CFA
John Beaver, CFA
Bob Schrock, CFA