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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
Assets Under Management: $3.8B*
Strategy Inception: 2002

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

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.

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