Broad Market Products
| S & P 1500 Index Fund: Combining the S&P 500, S&P 400 and S&P 600 represents 90% of the domestic equity universe. Annual turnover rate of 5 - 7%. Minimum account size: $20MM. |
| Russell 3000 Index Fund: Consists of the largest 3,000 stocks trading in the U.S. with a market capitalization range between $218MM to $368B. Represents more than 98% of the domestic equity universe. Annual turnover rate of 12 – 15%. Minimum account size: $25MM. |
| Broad Market 4500 Index Fund: Consists of the stocks in the Dow Jones Wilshire 5000 index less the S&P 500 index. It is primarily made up of small and mid-cap stocks. Annual turnover rate of 12 – 15%. Minimum account size: $50MM. |
| Broad Market 5000 Index Fund: Consists of all U.S. equity securities with readily available price data. Annual turnover rate of 12 – 15%. Minimum account size: $50MM. |
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