Broad Market Stock Index
- Benchmark Russell 3000® Index
- Inception Date March 1993
The strategy seeks to achieve the returns of the index with the dual objectives of preserving value and managing risk. We believe that meeting our client performance objectives in a risk-controlled, cost-effective manner is the key to quality indexing that persists through time. Portfolio managers replicate a majority of the total capitalization of the index and sample from the remaining securities, which are selected to reflect the characteristics of the index. Ongoing portfolio maintenance includes a strategic trading approach when rebalancing the portfolios due to benchmark changes such as corporate actions and/or index rebalances.
Please note that all investment
strategies involve risk. There is no
guarantee that the stated investment
objectives will be met.
PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.