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Strategies

STRATEGY: SMALL/MID CAP VALUE

Portfolio Characteristics

March 31, 2017

 
NSCM SMID CAP VALUE
RUSSELL 2500
RUSSELL 2500 VALUE
Number of Positions
24
2,440
1,704
Weighted Average Market Cap (in mil)
$10,991
$4,630
$4,440
Median Market Cap (in mil)
$5,822
$1,162
$1,005
Five Year Average Portfolio Turnover
14%
10%
20%
Top Ten Holdings
(% weighting)
48.5%
2.8%
4.9%

 

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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