The Small-Cap Blend Index investment strategy seeks a favorable long-term total return by investing primarily in a portfolio of equity securities of smaller domestic companies based on the Russell 2000 Index.
The Small-Cap Blend Index investment strategy attempts to replicate the Russell 2000 Index using a proprietary quantitative process that closely matches the overall investment characteristics of the index. The investment process takes into account access to cash flow, trading activity and corporate actions in order to maintain the portfolio in line with benchmark.
In addition, the portfolio management team employs proprietary optimizing techniques to evaluate and control portfolio risk, with a goal of maintaining portfolio-tracking error within very close range of the index while effectively managing trading costs and other portfolio expenses.
Small-Cap Blend Index portfolios are subject to certain risks such as market and investment style risk. Investments in small- to medium-sized corporations are more vulnerable to financial risks and other risks than larger corporations and may involve a higher degree of price volatility than investments in the general equity markets.
This material is provided for the informational purposes only and should not be regarded as a recommendation or an offer to buy or sell any product or service to which this information may relate.