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Small Cap
Small-Cap Equity
Our Small-Cap Equity Fund focuses on securities in the Russell
2000. The portfolio comprises 90 to 125 stocks. At inception
each position is weighted from 30 basis points to 1.7% with
a 3% maximum exposure. Companies’ market capitalizations
range from $100 million to $2 billion.
• Benchmark: Russell 2000 Index
• Inception: July 1, 2001
Small-Cap Focus
Our Small-Cap Focus Fund includes fewer securities than some
of our other funds and is liquidity weighted. The portfolio
comprises 30 to 35 stocks. At inception each position is
equally weighted with a 5% maximum exposure. Companies’ market
capitalizations range from $100 million to $2 billion.
• Benchmark: Russell 2000 Growth Index
• Inception: June 30, 2005
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