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Mid Cap Value

Summary

Summary

KEY FACTS as of 02/28/2020


Strategy Inception Date
Jun 1983
Strategy AUM
$1.6 B
Benchmark
Russell Midcap® Value Index
eVestment Universe
US Mid Cap Value Equity

Vehicles


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

PORTFOLIO MANAGERS

Eli Rabinowich
Eli Rabinowich

Portfolio Manager

16 Years of Industry Experience

Jeff Diamond
Jeff Diamond, CFA

Portfolio Manager

33 Years of Industry Experience

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

Portfolio

Portfolio

CHARACTERISTICS as of 02/28/2020

Portfolio Index
Portfolio Index
Number of Holdings 77 629
Forward P/E 13.7x 14.5x
Earnings Growth 8.1% 7.4%
Sales Growth 5.5% 4.3%
Return on Equity 13.9% 11.5%
Weighted Average Mkt. Cap $13.0 B $14.4 B

Performance

Performance

Mid Cap Value Equity Institutional Composite.

Average Annual Returns as of 02/29/2020

YTD 1-YR 3-YR 5-YR 10-YR Since Inception
Gross of Fees -12.10% -4.54% -0.62% 2.56% 9.25% 11.12%
Net of Fees -12.24% -5.47% -1.59% 1.54% 8.18% 10.09%
Russell Midcap® Value Index -11.66% -1.36% 2.21% 4.44% 10.79% -

Calendar Year Returnsas of 02/29/2020

2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Gross of Fees 24.08% -13.76% 8.08% 17.78% -2.57% 12.87% 31.73% 15.80% -2.85% 26.96%
Net of Fees 22.87% -14.61% 7.01% 16.58% -3.60% 11.61% 30.48% 14.71% -3.82% 26.04%
Russell Midcap® Value Index 27.06% -12.29% 13.34% 20.00% -4.78% 14.75% 33.46% 18.51% -1.38% 24.75%

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