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Strategies

STRATEGY: SMALL/MID CAP VALUE

Portfolio Characteristics

September 30, 2017

 
NSCM SMID CAP VALUE
RUSSELL 2500
RUSSELL 2500 VALUE
Number of Positions
25
2,491
1,763
Weighted Average Market Cap (in mil)
$12,170
$4,750
$4,430
Median Market Cap (in mil)
$5,564
$1,254
$1,065
Five Year Average Portfolio Turnover
12%
10%
20%
Top Ten Holdings
(% weighting)
52.3%
2.5%
4.1%

 

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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