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Mid-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 companies in the Russell Midcap® Index, and which managers believe are undervalued in the market place at the time of purchase.

Management Approach: Team
Benchmark: Russell Midcap® Value Index
Assets Under Management: $3.8B*
Strategy Inception: 2002

Portfolio Commentary: 2Q17 Mid-Cap Value Equity
Subadvised Mutual Fund: Virtus Ceredex Mid-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 Midcap® Index
Number of Holdings50 - 70
Position Sizes1 - 5%
Maximum Sector Weightings Relative to the BenchmarkNo Formal Restrictions
Portfolio Turnover Range 125 - 175%
Cash Levels< 5%
Portfolio ManagerDon Wordell

Data subject to change.


Russell Midcap® Value Index is an unmanaged index which measures the performance of those securities found in the Russell Midcap universe with lower price-to-book ratios and lower forecasted growth values. The stocks are also members of the Russell 1000® Value Index. 

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 Mid-Cap Value Fund, as a result of that fund’s reorganization with and into the Fund on July 14, 2017.

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