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Mid Cap Value

The strategy seeks to deliver long-term growth of capital by investing primarily in stocks of mid-sized U.S. companies.

Summary

Summary

KEY FACTS as of 10/31/2018

Strategy Inception Date
Jun 1983
Strategy AUM
$1.8 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

31 Years of Industry Experience

Noah Petrucci
Noah Petrucci, CFA

Portfolio Manager

25 Years of Industry Experience

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

Portfolio

Portfolio

SECTOR ALLOCATIONas of 10/31/2018

Type Weighting
Type Weighting
Communication Services
Consumer Discretionary
Consumer Staples
Energy
Financials
Health Care
Industrials
Information Technology
Materials
Real Estate
Utilities

Sector allocations exclude cash therefore percentage allocations may not equal 100%.

Portfolio data is based on the Mid Cap Value Representative Portfolio.

CHARACTERISTICS as of 10/31/2018

Portfolio Index
Portfolio Index
Number of Holdings 83 591
Forward P/E 14.6x 14.1x
Earnings Growth 11.2% 10.8%
Sales Growth 2.7% 2.7%
Return on Equity 10.4% 11.2%
Weighted Average Mkt. Cap $12.1 B $14.0 B

Performance

Performance

Mid Cap Value Equity Institutional Composite.

Average Annual Returns as of 11/30/2018

YTD 1-YR 3-YR 5-YR 10-YR Since Inception
Gross of Fees -3.70% -3.50% 5.94% 6.81% 13.02% 11.61%
Net of Fees -4.57% -4.45% 4.88% 5.70% 11.95% 10.58%
Russell Midcap® Value Index -2.00% -0.79% 8.90% 8.39% 14.84% -

Inception Date: July 1, 1983

Returns for periods of less than one year are not annualized.

Calendar Year Returnsas of 11/30/2018

2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Gross of Fees 8.08% 17.78% -2.57% 12.87% 31.73% 15.80% -2.85% 26.96% 27.97% -38.61%
Net of Fees 7.01% 16.58% -3.60% 11.61% 30.48% 14.71% -3.82% 26.04% 27.03% -39.09%
Russell Midcap® Value Index 13.34% 20.00% -4.78% 14.75% 33.46% 18.51% -1.38% 24.75% 34.21% -38.44%

Performance data quoted reflect past performance and are no guarantee of future results. Current performance may be higher or lower than the performance quoted.

Net of fees performance reflects the deduction of the highest applicable management fee ("Model Net Fee") that would be charged based on the fee schedule appropriate to you for this mandate without the benefit of breakpoints. Please be advised that the composite may include other investment products that are subject to management fees that are inapplicable to you but are in excess of the Model Net Fee. Therefore, the actual performance of all the portfolios in the composite on a net-of-fees basis will be different, and may be lower, than the Model Net Fee performance. However, such Model Net Fee performance is intended to provide the most appropriate example of the impact management fees would have by applying management fees relevant to you to the gross performance of the composite. 

 

Source: Russell

 

The information provided is supplemental to the strategy’s Institutional Composite presentation, which can be accessed via the below link, and is subject to change.


The information on this website is intended for analysts, institutional investors and their consultants, registered investment advisors, broker-dealers, and sponsors of plans with a minimum of 100 participants.  It is not intended for small plan sponsors, plan participants, or the public.

 

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