Products & Services

Mid Cap


S & P 400® Index Strategy

Consists of 400 mid-cap stocks trading in the U.S. with a market capitalization range between $1B to $4.4B. Represents approximately 7% of the domestic equity universe.  Available separately managed or commingled.

Russell Mid Cap® Index Strategy

Consists of the smallest 800 stocks of the Russell 1000® index with a market capitalization range between $1.6B to $16.4B.

Russell Mid Cap Growth® Index Strategy

Growth component of the Russell Mid-Cap® index; approximately 540 stocks.

Russell Mid Cap Value® Index Strategy

Value component of the Russell Mid-Cap® index; approximately 480 stocks.