Small Cap Value Collective Trust Fund
The Small Cap Value Collective Trust Fund seeks to provide superior risk-adjusted performance and measured downside risk by investing primarily in equity securities within the market capitalization range of the Russell 2000 Value Index at the time of purchase. The Fund is diversified across 35-50 holdings. Portfolio turnover generally ranges between 30-40% annually.
As fundamental investors with a long-term perspective, we seek undervalued companies with financial strength and durable business models. Our bottom-up security selection process allows us to thoroughly assess company-specific risk and long-term upside potential.
|Inception Date:||October 8, 2009|
|Sponsor:||Comerica Bank & Trust, NA|
|Sub-Advisor:||Advisory Research, Inc.|