Small Mid Cap Strategic Beta

Objective

The strategy seeks long term capital appreciation and risk-adjusted returns that exceed that of the Russell 2500 Index over a full business cycle.

What is the Small Mid Cap Strategic Beta Strategy?
• Invests in small- and mid-capitalization securities using a rules-based multifactor quantitative model.

• Companies are evaluated for inclusion based on factors including positive momentum, attractive valuations, strong fundamental qualities, favorable growth, and technical factors.

Category

Core

Ticker

SMID

Inception

12/31/2022