| Assets in Strategy (12/31/2009) |
$6,168,224 |
|
| Inception Date |
3/31/2006 |
|
| Manager Tenure |
Since Inception |
|
| Common Benchmarks |
Russell Midcap Index |
|
| Market Cap Range For Strategy |
$2 Billion to $14 Billion |
|
| Diversification Goal |
Sector Neutrality
(+/- 5% to GICS Sectors) |
|
| Number of Holdings |
40 |
|
| Position Weightings |
2.5% (At Funding) |
|
| Tracking Error |
4%-6% |
|
| Excess Return Objective |
3%-5% |
|
| Available Investment Vehicles |
Mutual Funds
Institutional Accounts
Managed Accounts |
|
|
