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Large Cap Value

Summary

Summary

KEY FACTS as of 06/28/2019


Strategy Inception Date
Jan 1985
Strategy AUM
$4.1 B
Benchmark
Russell 1000® Value Index
eVestment Universe
US Large Cap Value Equity

Vehicles


  • This strategy is available as a:
  • Separate Account
  • Mutual Fund
  • Series Fund
  • Managed Account (SMA)

PORTFOLIO MANAGERS

Eli Rabinowich
Eli Rabinowich

Portfolio Manager

15 Years of Industry Experience

Jeff Diamond
Jeff Diamond, CFA

Portfolio Manager

32 Years of Industry Experience

So Young Lee
So Young Lee

Portfolio Manager

19 Years of Industry Experience

Supported By 38 Investment Professionals with 18 Years Avg. Industry Experience

Portfolio

Portfolio

CHARACTERISTICS as of 06/28/2019

Portfolio Index
Portfolio Index
Number of Holdings 74 722
Forward P/E 14.1x 15.0x
Weighted Average Mkt. Cap $161.8 B $130.8 B
Earnings Growth 8.8% 9.7%
Sales Growth 5.2% 3.3%
Return on Equity 15.3% 12.5%

Performance

Performance

Large Cap Value Equity Institutional Composite

Average Annual Returns as of 05/31/2019

YTD 1-YR 3-YR 5-YR 10-YR Since Inception
Gross of Fees 6.15% 0.57% 8.10% 6.96% 11.35% 11.10%
Net of Fees 5.76% -0.33% 7.13% 6.00% 10.50% 10.27%
Russell 1000® Value Index 8.45% 1.45% 7.98% 6.53% 12.33% 10.85%

Calendar Year Returnsas of 05/31/2019

2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Gross of Fees -7.30% 14.43% 18.25% -1.97% 8.60% 36.60% 12.99% -5.19% 18.37% 20.74%
Net of Fees -8.13% 13.40% 17.16% -2.86% 7.78% 35.75% 12.37% -5.65% 17.50% 19.85%
Russell 1000® Value Index -8.27% 13.66% 17.34% -3.83% 13.45% 32.53% 17.51% 0.39% 15.51% 19.69%

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