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Strategies

STRATEGY: MID CAP VALUE

Portfolio Characteristics

March 31, 2017

 
NSCM MID CAP VALUE
RUSSELL MID
RUSSELL MID VALUE
Number of Positions
27
794
565
Weighted Average Market Cap (in mil)
$18,096
$14,080
$13,860
Median Market Cap (in mil)
$9,313
$6,942
$6,524
Five Year Average Portfolio Turnover
11%
9%
19%
Top Ten Holdings (% weighting)
46.3%
5.1%
7.9%

Sector Weights*

Notes
*The NSCM MidCap sector weights are included as supplemental information and complement a full disclosure. Please call Patrick Danehy (901) 761-5561 for a complete list of composites and GIPS disclosures. The accounts included in the composites will invest primarily in companies with market capitalizations similar in size to those found in the benchmark.

 

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