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Strategies

STRATEGY: SMALL/MID CAP VALUE

Portfolio Characteristics

March 31, 2018

 
NSCM SMID CAP VALUE
RUSSELL 2500
RUSSELL 2500 VALUE
Number of Positions
23
2,468
1,760
Weighted Average Market Cap (in mil)
$14,139
$5,370
$4,750
Median Market Cap (in mil)
$7,162
$1,235
$1,079
Five Year Average Portfolio Turnover
12%
10%
20%
Top Ten Holdings
(% weighting)
55.6%
3.0%
4.5%

 

Sector Weights*

Notes
*The NSCM Small/Mid 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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