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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
Value |
|
|
|
| Large
Cap |
$3 billion plus |
$ 1,080 |
|
| Mid
Cap |
$1 billion - $15 billion |
1,610 |
|
| Small
Cap |
$250 million - $2.5 billion |
1,520 |
|
| Micro Cap |
$40 million - $400 million |
50 |
|
| Small/Mid
Cap |
$250 million - $15 billion |
* |
|
| Total
Cap |
$250 million plus |
* |
|
|
|
 |
|
| |
|
$4,260 |
|
| |
|
|
|
| Quantitative
Value Momentum (QVM) |
|
|
|
| QVM: Large Cap |
Largest 1,000 companies |
$2,660 |
|
| QVM: Small/Mid Cap |
Largest 501 - 2,500 companies |
20 |
|
|
|
|
|
| |
|
$2,680 |
|
| |
|
|
|
| Fixed
Income |
|
|
|
| Core: Aggregate |
Dollar Denominated/ |
$760 |
|
| Intermediate Aggregate |
Investment Grade |
110 |
|
| Core: Government/Credit |
|
200 |
|
| Intermediate Government/Credit |
|
50 |
|
| Other Fixed Income |
|
30 |
|
| Enhanced Core |
Dollar Denominated/BB or better |
20 |
|
|
|
|
|
| |
|
$1,170 |
|
| |
|
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| Balanced |
|
* |
|
| |
|
|
|
|
|
|
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| Total |
|
$8,110 |
|
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|
* Included in respective asset categories. Traditional Small/Mid
Cap assets on June 30 were $313 million, Total Cap assets were
$322 million, and Balanced assets were $277 million.
For fees and performance data, please contact us. |
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