Strategies: Small Cap

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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. (Fact Sheet)

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.

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.

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®.