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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: $4.5B*
Strategy Inception: 1998

Portfolio Commentary: 1Q17 Large Cap Value Equity
Subadvised Mutual Fund: RidgeWorth Ceredex Large Cap Value Equity

Available as a collective investment trust.

*As of 3/31/17

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.

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