LARGECAP PASSIVE/ACTIVE INVESTMENT STRATEGY

  • Customized LargeCap Benchmark Domestic Stock Universe
    • AW 200 stock universe (the largest 200 U.S. common stocks)
  • Passive Weightings To 24 Industry Groups Within Benchmark Universe
  • Active Buy/Hold/Sell Discipline Based On MFRS Ranking Within Industry Groups
    • Selected by alpha
    • Equal weighted
  • Diversified Portfolio of Stocks With Above-Average Expected Returns And Reduced Risk
  • Blend Of Investment Styles – Value And Growth Characteristics
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