Core Value

Objective

This strategy seeks to select securities that trade less expensively than the market average and achieve returns that exceed its benchmark.

What is the Core Value Strategy?
• Invests primarily in large-cap companies with strong fundamentals that appear undervalued relative to their peers.

• Utilizes a quantitatively based ranking system to identify stocks for inclusion in the strategy.

Category

Value

Ticker

CVAL

Inception

12/31/2000