Fully invested stock portfolio
Small, mid, and large cap stocks
Benchmark: Russell 3000 |
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The All-Cap Equity Account has a target range of 90%-98% in equities, with a mix of small, mid, and large capitilization stocks. We weight the stock exposure toward the most advantageous market capitilizations based on our research.
Sector analysis in an important part of our portfolio management process. Changes in sector weightings are made based on our analysis.
We believe that having the maximum flexibility to follow our research is the key to adding value to our clients' accounts.
As of September 30, 2011
* Inception date for All-Cap Equity composite is 12/31/83. **Benchmark is Russell 3000. The Russell 3000 is
a stock index consisting of the 3000 largest publicly listed U.S. companies, representing about 98% of the
total capitalization of the entire U.S. stock market. The S&P 500 is an index that is made up of 500 stocks of
major companies selected by market size, industry, and liquidity. The index is market value weighted, with
every stock’s weight in proportion to its market value. The indexes performance is generally thought to be
representative of the U.S. stock market as a whole. Market capitalization breakdown is defined as Small-
Cap (<$2 billion), Mid-Cap ($2 billion to $10 billion), and Large-Cap (>$10 billion). The holdings shown do
not constitute a recommendation or solicitation to buy or sell any particular security and you should not assume
that an investment in any of the securities was or will be profitable. Please see full disclosure on back.
Past performance is not indicative of future results.
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