Products & Services

Small Cap


S & P 600® Index Strategy

Consists of 600 small-cap stocks trading in the U.S with a market capitalization range between $300MM to $1.4B. Represents approximately 3% of the domestic equity universe.  Available separately managed or commingled.

Russell 2000® Growth Index Strategy

Growth component of the Russell 2000® index; approximately 1,280 stocks.

Russell 2000® Value Index Strategy

Value component of the Russell 2000® index; approximately 1,300 stocks. Please see fact sheet for more information (PDF).

Russell Small-Cap Completeness® Index Strategy

A capitalization weighted index composed of all of the Russell 3000® stocks excluding the S & P 500® companies. Allows investors to gain exposure of broad market for small and mid-cap stocks without overlapping stocks in the S & P 500®Please see fact sheet for more information (PDF).

Russell 2000® Index Strategy

A capitalization weighted index which measures the performance of the 2,000 smallest companies in the Russell 3000® Index. The portfolio includes approximately 2,000 of the smallest domestic securities.