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Strategies

STRATEGY: SMALL/MID CAP VALUE

Portfolio Characteristics

December 31, 2017

 
NSCM SMID CAP VALUE
RUSSELL 2500
RUSSELL 2500 VALUE
Number of Positions
25
2,472
1,752
Weighted Average Market Cap (in mil)
$12,569
$5,210
$4,810
Median Market Cap (in mil)
$5,521
$1,268
$1,084
Five Year Average Portfolio Turnover
11%
10%
20%
Top Ten Holdings
(% weighting)
53.3%
2.7%
4.3%

 

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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