Capitalization Sector Definitions

SMALL CAPITALIZATION  Managers who invest in companies with relatively small capitalization. Usually, the focus is on companies with less than $500 million in market capitalization, however, portfolios may also utilize companies with capitalizations of up to $1 billion for diversification opportunities.

MEDIUM CAPITALIZATION (Mid-Cap)- Managers who invest in companies with stock market values between $500 million and $3 billion.

LARGE CAPITALIZATION Managers who invest in companies with stock market values generally greater than $3 billion. Please note that diversification does not ensure a profit and does not protect against losses in declining markets.

Please note that diversification does not ensure a profit and does not protect against losses in declining markets.

Indices

The S&P 500 is a market-cap weighted index composed of the common stocks of 500 leading companies in leading industries of the U.S. economy. Returns are presented for illustrative purposes only and are not intended to project the performance of any specific investment. Indexes are unmanaged, do not incur management fees, costs and expenses and cannot be invested in directly. Past performance is no guarantee of future results.

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