The Small Cap Growth strategy is benchmarked against the Russell 2000® Growth Index. As with all Silvant strategies, the Small Cap Growth portfolio's goal is to invest in stocks with a competitive advantage, strong profitability metrics, above-average free cash flow, above-average operating margins and positive price trends.
|Benchmark||Russell 2000® Growth|
|Active Position Sizes||0.5%-1.5%|
|Predicted Tracking Error||4%-7%|
|Typical Annual Turnover*||34%|
|Typical Sector Weight vs. Benchmark||+/- 3%|
|Subadvised Mutual Fund||Virtus Silvant Small-Cap Growth Stock Fund|
Data subject to change.
*Rolling 3-year average, as of 9/30/20.
Source: FactSet, 10/7/20.
The Russell 2000® Growth Index is a market capitalization-weighted index of growth-oriented stocks of the smallest 2,000 companies in the Russell Universe, which comprises the 3,000 largest U.S. companies. The index is calculated on a total return basis with dividends reinvested. The index is unmanaged, its returns do not reflect any fees, expenses, or sales charges, and it is not available for direct investment.
It should not be assumed that any of the securities transactions or holdings discussed were or will prove to be profitable, or that the investment recommendations or decisions we make in the future will be profitable or will equal the investment performance of the securities discussed herein.
Frank Russell Company is the source and owner of the trademarks, service marks and copyrights related to the Russell® Indexes. Russell® is a trademark of Frank Russell Company.