Large Cap US Equity – Active
Release Date: 06-30-2020Large Cap US Equity Active ........................................ ........................................ ........................................ ........................................ ........................................ ........................................ ........................................ ........................................ ..........BenchmarkOverall Morningstar Rating Morningstar ReturnMorningstar RiskS&P 500 TR USDQQQQQHighAverageOut of 1230 Large Blend investments. An investment's overall Morningstar Rating, based on its risk-adjustedreturn, is a weighted average of its applicable 3-, 5-, and 10-year Ratings. See disclosure page for Objective & StrategyThe fund seeks to produce investment returns consistently greater than that of the S&P 500 Index, net of management fund invests with US Active Equity managers in funds that will trade in diversified portfolios of US Large cap equities.
The Large Cap US Equity - Active Fund is a multi-manager fund. The managers are Vulcan Value Partners, The London Company, Polen Capital Management, and DSM Capital. Performance QTD YTD 1 Year 3 Year 5 Year 10 Year Since Inception Fund Return % 4.45 4.45 56.54 19.49 . . 19.48 Benchmark Return % 6.18 6.18 56.35 16.78 . . 16.67
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