|
Assets in Strategy (6/30/2010) |
$1,419,962,823 |
|
|
Inception Date |
12/31/1995 |
|
|
Manager Tenure |
Since Inception |
|
|
Common Benchmarks |
S&P 500 Index |
|
|
Market Cap Range For Strategy |
Greater Than $2 Billion |
|
|
Diversification Goal |
+/- 5% to GICS Sectors |
|
|
Number of Holdings |
50 |
|
|
Position Weightings |
2% (At Funding) |
|
|
Tracking Error |
4%-6% |
|
|
Excess Return Objective |
3%-4% |
|
|
Available Investment Vehicles |
Mutual Fund
Institutional Accounts
Managed Accounts |
|
|
