The Large-Cap Growth Index investment strategy seeks a favorable long-term total return by investing primarily in a portfolio of equity securities of large domestic growth companies based on the Russell 1000 Growth Index. The Russell 1000 Growth Index is a subset of the Russell 1000 Index.
The Large-Cap Growth Index strategy attempts to replicate the Russell 1000 Growth 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.
Large Cap Growth Index portfolios are subject to certain risks such as market and investment style risk.
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