Large Cap Core Model

Summary

The Large Cap Core Model (the "LCC Model") seeks to deliver superior risk-adjusted returns over the S&P 500 Index with a concentrated portfolio of 20-35 holdings with exposure to each market sector. The primary investment objective of the LCC Model is capital appreciation. The holdings primarily consist of large-cap growth and value equities.

Methodology

The Large Cap Core Model is comprised of high quality large-cap growth and value stocks. We employ a multi-factor investment process using quantitative analysis, fundamental research, and relative strength to construct a portfolio with that aims to provide excess risk-adjusted returns to its benchmark. Stocks are screened to filter out the “best-of-breed” within each market sector.

Large Cap Core Information Sheet

To learn more about the Large Cap Core Model please click on the link to access the informational report. All data provided in the report is based on the current holdings of the model as of the date listed on the report. Any changes made previously to the portfolio are not reflected in any growth assumptions or risk metrics. The benchmark used is the SPDR S&P 500 ETF.