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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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