SMid Core Opportunity
Equity Strategies
Large Cap Growth
Mid Cap Growth
SMid Growth
Small Cap Growth
Dividend Growth
Multi-Cap Growth
SMid Core Opportunity
Small Cap Value
highlights
Philosophy
process
Style: Small/Mid Core
Inception: 5/31/2005
Benchmark: Russell 3000 Index
Concentrated: Target Number of Holdings 20-30
Low Turnover: 25 to 35% annually
No Cash Position Limitation
Investment Policy Committee
John Beaver, CFA Committee Chair
Matt Lagan, CFA
John Fitzgerald, CFA
Brian Guild