Equity Strategies
Large Cap Core Growth
This equity portfolio consists primarily of large-cap U.S. equities representing multiple sectors and/or industries and includes securities characteristics of the S&P 500 Index.
Large Cap Core
This equity portfolio consists primarily of large-cap U.S. growth equities representing multiple sectors and/or industries and includes securities characteristics of the S&P 500 Index and the Russell 1000 Growth Index. The strategy focuses on higher growth and lower income-generating investments.
Equity Income
This portfolio consists primarily of large-cap U.S. equities representing multiple sectors and/or industries and includes securities characteristics of the S&P High Yield Dividend Aristocrats Index. The Index is “designed to measure the performance of the 60 highest dividend yield S&P Composite constituents, which have followed a managed dividends policy of consistently increasing dividends every year for at least 25 years.” The Strategy has a yield target of at least 1.5x that of the S&P 500 Index. The portfolio has a minimum target to invest 90% of holdings in dividend paying securities.