Russell 2000

Disciplined Small Cap Equity

The overall objective of the Disciplined Small Cap strategy is to employ an actively managed, risk controlled, enhanced indexing process to build a diversified portfolio of companies with characteristics similar to the Russell 2000 Index and a superior valuation and earnings profile. Our performance objective is to consistently outperform the Russell 2000 Index in up and down markets while minimizing the risk of underperformance.

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Lead Portfolio Manager

Justin Carr, CFA

Inception Date:

May 31, 2003

Primary Benchmark:

Russell 2000 Index

Target Portfolio:

175 – 250 Holdings
Relative Sector Weights: +/- 1.5%
Tracking Error: 2 – 3%
Expected Turnover: 100 – 125%