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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: $3.9B*
Strategy Inception: 2002

Portfolio Commentary: 1Q17 Mid-Cap Value Equity
Subadvised Mutual Fund: Ridgeworth Ceredex Mid-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 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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