Category: Small and Mid Cap U.S. Stock

Objective & Strategy: The fund seeks to provide long-term capital appreciation and dividend income primarily by investing in the common stock of companies located in the United States with small and mid-market capitalizations. This fund invests in a wide array of stocks with market capitalizations similar to those found in the MSCI USA SMID Cap Index.

Subadvisors:
PERA Small Cap Core 50%
Dimensional Fund Advisors Mid Cap Core 50%

Benchmark:

• MSCI USA SMID Cap Index

Total Asset-Based Fee: 0.18%

View the Fund Fact Sheet