|
Assets in Strategy (6/30/2010) |
$105,903,996 |
|
|
Inception Date |
6/30/2007 |
|
|
Manager Tenure |
Since Inception |
|
|
Common Benchmarks |
Russell 2500 Index |
|
|
Market Cap Range For Strategy |
$200 Million to $14 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 Funds
Institutional Accounts
Managed Accounts |
|
|
