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:Total Asset-Based Fee: 0.18%
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Fund Fact Sheet