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Large Cap US Equity – Active

Release Date: 06-30-2020 Large 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 fund believes that the investment managers selected to manage the assets of the Large Cap US Equity fund have the ability to generate superior returns to those of the S&P Index. Active management offers the potential for both better return and risk management by having the ability to reflect shifts in the economy and political landscape and other stock specific factors that may affect the company s outlook in their portfolio holdings.

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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  Large, Active, Equity, Fund, Large cap us equity active, Large cap us equity active fund

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