Domestic Equity Strategies
Large Growth
Preferred Benchmark:
Russell 1000G
Projected Capacity:
$10 B
Market Cap Universe:
>$5 B
# of Holdings:
40-50
Position Sizing:
1.0%-5.0%
Active Share:
>75%
Cash Position:
<5%
Environmental, Social, & Governance (ESG) Strategies available for Small Growth
International & GLOBAL Equity Strategies
DEVELOPED MARKETS
Preferred Benchmark:
MSCI World Ex-US
Projected Capacity:
$10 B
Market Cap Universe:
>$4 B
# of Holdings:
35-50
Position Sizing:
1.0%-5.0%
Active Share:
>90%
Cash Position:
<5%
Global
Preferred Benchmark:
MSCI World
Projected Capacity:
$10 B
Market Cap Universe:
>$4 B
# of Holdings:
35-50
Position Sizing:
1.0%-5.0%
Active Share:
>90%
Cash Position:
<5%
Small Growth
Preferred Benchmark:
Russell 2000G
Projected Capacity:
$2 B
Market Cap Universe:
>$300MM - <$5B
# of Holdings:
50-60
Position Sizing:
1.0%-5.0%
Active Share:
>90%
Cash Position:
<5%