American Leaders Index
The American Leaders index invests in the top 25 stocks in the Standard & Poor's 500 index as ranked by market capitalization. These companies are generally large cap US companies. Each stock is equally weighted in the portfolio. The portfolio is rebalanced and reallocated on a quarterly basis. For comparison purposes this strategy is measured against the S&P 100 Index*.
Strategy Summary
|
Asset Class |
U.S. Equity |
|
Market Capitalization |
Large Cap |
|
Investment Objective |
Long-term growth of capital |
|
Passive/Active |
Passive |
|
Long Only/Tactical |
Long-only |
|
Factors |
Size |
|
Target # of Holdings |
25 |
|
Benchmark |
S&P 100 |
International Leaders Index
The International Leaders Index invests in the top 50 international ADRs ranked by market capitalization. Each stock is equally weighted in the portfolio. The portfolio is rebalanced and reallocated on a quarterly basis. For comparison purposes this strategy is measured against the MSCI All Country World Index ex US Large Cap (Net of Withholding Taxes)*.
Summary
|
Asset Class |
International Equity |
|
Market Capitalization |
Large Cap |
|
Investment Objective |
Long-term growth of capital |
|
Passive/Active |
Passive |
|
Long Only/Tactical |
Long-only |
|
Factors |
Size |
|
Target # of Holdings |
50 |
|
Benchmark |
MSCI All Country World Index ex US Large Cap (Net) |
*Please see benchmark descriptions.