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Equity Income

Summary

Summary

KEY FACTS as of 10/31/2019


Strategy Inception Date
Jan 1950
Strategy AUM
$6.4 B
Benchmark
Russell 1000® Value Index
eVestment Universe
US Large Cap Value Equity

Vehicles


  • This strategy is available as a:
  • Separate Account
  • Mutual Fund

PORTFOLIO MANAGERS

Walter H. Prahl
Walter H. Prahl, Ph.D.

Partner & Director

34 Years of Industry Experience

pavese
Marc Pavese, Ph.D.

Partner & Portfolio Manager

19 Years of Industry Experience

Supported By 36 Investment Professionals with 18 Years Avg. Industry Experience

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Portfolio

Portfolio

CHARACTERISTICS as of 10/31/2019

Portfolio Index
Portfolio Index
Number of Holdings 105 766
Forward P/E 14.3x 15.0x
Earnings Growth 7.2% 7.2%
Sales Growth 4.5% 4.1%
Return on Equity 15.5% 13.1%
Weighted Average Mkt. Cap $126.6 B $124.4 B

Performance

Performance

Calibrated Equity Income Institutional Composite

Average Annual Returns as of 11/30/2019

YTD 1-YR 3-YR 5-YR 10-YR Since Inception
Gross of Fees 23.12% 11.71% 11.06% 8.98% - 11.01%
Net of Fees 22.33% 10.92% 10.25% 8.18% - 10.19%
Russell 1000® Value Index 23.15% 11.33% 9.59% 7.83% - 10.08%

Calendar Year Returnsas of 11/30/2019

2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Gross of Fees -6.77% 16.98% 18.21% -3.47% 12.90% - - - - -
Net of Fees -7.46% 16.12% 17.34% -4.21% 12.06% - - - - -
Russell 1000® Value Index -8.27% 13.66% 17.34% -3.83% 13.45% - - - - -

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