- Large- and mid-cap value equity.
- Seeks long-term capital appreciation and income.
- Broadly diversified, multimanager structure.
- Fundamental and quantitative approaches.
- Emphasis on superior stock selection and controlled risk.
About the benchmark
- The Russell 1000 Value Index measures the performance of the large-cap value segment of the U.S. equity universe.
- It includes those Russell 1000 companies with lower price-to-book ratios and lower expected and historical growth rates.