Strategies: Broad Market
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S&P 1500® Index Strategy
Combining the S&P 500®, S&P 400® and S&P 600® represents 90% of the domestic equity universe. Minimum account size: $20MM.
Russell 3000® Index Strategy
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. Minimum account size: $25MM.
Wilshire 4500 Index Strategy
Consists of the stocks in the Wilshire 5000 index less the S&P 500® index. It is primarily made up of small- and mid-cap stocks. Minimum account size: $50MM.
Wilshire 5000 Total Market Index Strategy
Consists of all U.S. equity securities with readily available price data. Minimum account size: $50MM.