Large Cap S&P 500

Equity Portfolio

Risk-Focused Management
The Large Cap S&P 500 Equity Portfolio seeks to match or exceed the performance of the S&P 500 while offering a higher dividend relative to the index.  Sector weights closely match the S&P 500 Sector GICS weightings.

Enhanced Index Approach
This strategy enhances the S&P 500 by focusing on high quality companies, preferably paying a dividend, with the goal of outperforming the index in the long-term.

Security Selection
Sector weights closely match those of the S&P 500, while Sub sector weights may vary completely.  Security selection seeks high quality larger cap companies preferably with a dividend to match or outperform the benchmark index.

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