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Large Cap Portfolio Strategy

The strategy seeks to provide long-term capital appreciation and income by investing primarily in U.S. companies with market capitalizations similar to the companies in the Russell 1000® Value Index, and which managers believe are undervalued in the market place at the time of purchase.

Management Approach: Team
Benchmark: Russell 1000® Value
Assets Under Management: $4.0B*
Strategy Inception: 1998

Portfolio Commentary: 2Q17 Large Cap Value Equity
Subadvised Mutual Fund: Virtus Ceredex Large-Cap Value Equity1

Available as a collective investment trust.

*As of 6/30/17

Typical Portfolio Attributes
Market Cap Range80% of holdings with Market Caps represented by Russell 1000® Value Index
Number of Holdings40 - 60
Position Sizes1 - 5%
Maximum Sector Weightings Relative to the BenchmarkNo Formal Restrictions
Portfolio Turnover Range 75 - 100%
Cash Levels< 5%
Portfolio ManagerMills Riddick

Data subject to change.


Russell 1000® Value Index is composed of the securities in the Russell 1000 Index with a less-than-average growth orientation. Companies in this index generally have low price-to-book and price-to-earnings ratios, higher dividend yields, and lower forecasted growth values. 

Investors cannot invest directly in an index.

Frank Russell Company is the source and owner of the trademarks, service marks and copyrights related to the Russell Indexes. Russell® is a trademark of Frank Russell Company.

See glossary for investment terms.

1The Fund is the successor of the RidgeWorth Ceredex Large-Cap Value Equity Fund, as a result of that fund’s reorganization with and into the Fund on July 14, 2017.

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