Products & Services

Large Cap


S & P 500® Index Strategy

Consists of 500 leading companies in leading industries of the U.S. economy. Represents more than 80% of the domestic equity universe. Available separately managed or commingled.

S & P 100® Index Strategy

A subset of the S & P 500®, comprised of the 100 largest, blue chip companies across multiple industry groups. The portfolio represents almost 45% of the domestic equity universe.

Russell Top 200® Index Strategy

Consists of the largest 200 stocks by market capitalization trading in the U.S.

Russell Top 200 Growth® Index Strategy

Growth component of the Russell Top 200® index and the Russell 1000® index; approximately 140 stocks.

Russell Top 200 Value® Index Strategy

Value component of the Russell Top 200® index and the Russell 1000® index; approximately 130 stocks.

Russell 1000® Index Strategy

Consists of the largest 1,000 stocks – both large-cap and mid-cap - by market capitalization trading in the U.S. Also represents approximately 92% of the Russell 3000® universe.  Available separately managed or commingled.

Russell 1000 Growth® Index Strategy

Growth component of the Russell 1000® index; approximately 680 stocks. Available separately managed or commingled.

Russell 1000 Value® Index Strategy

Value component of the Russell 1000® index; approximately 600 stocks.  Available separately managed or commingled.