Large Cap Diversified Value

Performance (%) Average Annual Total Returns for periods greater than one year
As of 06/30/2018
Large Cap Diversified Value COMPOSITE
QUARTER YTD 1 YEAR 3 YEAR 5 YEAR 10 YEAR SINCE
INCEPTION
04/01/2000
Gross of Fees 3.48 0.30 10.68 9.06 11.71 10.45 8.88
Net of Fees 3.44 0.22 10.50 8.87 11.50 10.20 8.62
Russell 1000 Value Index 1.18 -1.69 6.77 8.26 10.34 8.49 6.73
S&P 500 Index 3.43 2.65 14.37 11.93 13.42 10.17 5.35
Large Cap Diversified Value Composite - Gross
Large Cap Diversified Value Composite - Net
Russell 1000 Value Index
S&P 500 Index
15%
10%
5%
0%
-5%

Preliminary performance quoted represents past performance and does not guarantee future results.

Index definitions

GIPS Compliant Presentation