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Mid Cap Value

Summary

Summary

KEY FACTS as of 03/29/2019


Strategy Inception Date
Jun 1983
Strategy AUM
$2.4 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

Jeff Diamond
Jeff Diamond, CFA

Portfolio Manager

32 Years of Industry Experience

Noah Petrucci
Noah Petrucci, CFA

Portfolio Manager

26 Years of Industry Experience

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

Portfolio

Portfolio

CHARACTERISTICS as of 03/29/2019

Portfolio Index
Portfolio Index
Number of Holdings 85 589
Forward P/E 13.9x 15.1x
Earnings Growth 10.2% 9.6%
Sales Growth 4.4% 3.3%
Return on Equity 12.6% 11.3%
Weighted Average Mkt. Cap $12.2 B $14.9 B

Performance

Performance

Mid Cap Value Equity Institutional Composite.

Average Annual Returns as of 02/28/2019

YTD 1-YR 3-YR 5-YR 10-YR Since Inception
Gross of Fees 14.25% 0.56% 10.26% 6.13% 15.02% 11.59%
Net of Fees 14.07% -0.42% 9.17% 5.04% 13.92% 10.56%
Russell Midcap® Value Index 13.81% 2.63% 12.58% 7.44% 17.31% -

Calendar Year Returnsas of 02/28/2019

2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Gross of Fees -13.76% 8.08% 17.78% -2.57% 12.87% 31.73% 15.80% -2.85% 26.96% 27.97%
Net of Fees -14.61% 7.01% 16.58% -3.60% 11.61% 30.48% 14.71% -3.82% 26.04% 27.03%
Russell Midcap® Value Index -12.29% 13.34% 20.00% -4.78% 14.75% 33.46% 18.51% -1.38% 24.75% 34.21%

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