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Strategies

STRATEGY: MID CAP VALUE

Portfolio Characteristics

March 31, 2018

 
NSCM MID CAP VALUE
RUSSELL MID
RUSSELL MID VALUE
Number of Positions
26
777
582
Weighted Average Market Cap (in mil)
$21,227
$15,070
$14,020
Median Market Cap (in mil)
$13,203
$7,998
$7,379
Five Year Average Portfolio Turnover
10%
9%
19%
Top Ten Holdings (% weighting)

50.1%

4.8%
7.3%

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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