Strategies

Dividend Growth Strategies Benchmark SMA Mutual fund Model Fact Sheet
US Large Cap S&P 500® ✔   ✔ PDF
US Mid Cap Russell Mid Cap® ✔   ✔ PDF
US Smid Cap Russell 2500® ✔ ✔ ✔ PDF
US Small Cap Russell 2000® ✔   ✔ PDF
US Micro Cap Wilshire US Micro Cap® ✔     PDF
US All Cap Russell 3000® ✔ ✔ ✔ PDF
International All Cap MSCI World Ex-US ✔   ✔ PDF
International Diversified Small Cap MSCI World Ex-US Small ✔ ✔   PDF
Global All Cap MSCI World All Cap ✔     PDF
Global Small Cap MSCI World Small Cap ✔     PDF

For detailed information on each index listed:

Footnotes & Disclosures

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