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Assets and Characteristics
With the goal of providing consistent, disciplined, value-oriented management,
WEDGE offers a broad range of investment products to meet the varying
needs of corporations, endowments, foundations, Taft-Hartley funds, public
retirement systems, healthcare organizations, and individuals across the
United States.
| |
Eligible Securities |
$(millions) |
|
| Traditional
Equity |
|
|
|
| Large
Cap |
$5 billion plus |
$1,430 |
|
| Mid
Cap |
$1 billion - $15 billion |
1,550 |
|
| Small
Cap |
$250 million - $2.5 billion |
1,460 |
|
| Micro Cap |
$40 million - $400 million |
70 |
|
| Small/Mid
Cap |
$250 million - $15 billion |
* |
|
| Total
Cap |
$250 million plus |
* |
|
|
|
 |
|
| |
|
$4,510 |
|
| |
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| Quantitative
Equity |
|
|
|
| QVM |
Largest 1,000 companies |
$3,220 |
|
| |
|
|
|
| Fixed
Income |
|
|
|
| Core: Aggregate |
Dollar Denominated/ |
$640 |
|
| Core: Government/Corporate |
Investment Grade |
210 |
|
| Intermediate Maturity |
|
110 |
|
| Enhanced Core |
Dollar Denominated/BB or better |
20 |
|
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| |
|
$980 |
|
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| Balanced |
|
* |
|
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| Total |
|
$8,710 |
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* Included in respective asset categories. Small/Mid
Cap assets at September 30 were $240 million, Total Cap assets were
$590 million, and Balanced assets were $266 million.
For fees and performance data, please contact us. |
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