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Strategies

STRATEGY: SMALL CAP VALUE

Portfolio Characteristics

March 31, 2018

 
NSCM SMALL CAP VALUE
RUSSELL 2000
RUSSELL 2000 VALUE
Number of Positions
24
1,981
1,396
Weighted Average Market Cap (in mil)
$3,560
$2,540
$2,030
Median Market Cap
(in mil)
$2,269
$863
$730
Five Year Average Portfolio Turnover
11%
14%
23%
Top Ten Holdings
(% weighting)
49.4%
3.6%
4.7%

 

Sector Weights*

 

Notes
*The NSCM Small Cap 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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