Perkins Large Cap Value Portfolio

Portfolio Facts
Composite Inception10/1/2006
Total Composite Assets
(As of 7/31/18)
$193.14M
REPRESENTATIVE ACCOUNT
Total Number of Equity Issues
(As of 7/31/18)
49
Weighted Average Market Capitalization ($ billion) (As of 7/31/18)$103.26B
Median Market
Capitalization ($ billion) (As of 7/31/18)
$64.76B
COMPOSITE PERFORMANCE (As of 6/30/18)GROSSNETRussell 1000® Value Index
Year 18.23%7.64%6.77%
Year 38.84%8.25%8.26%
Year 59.97%9.37%10.34%
Year 108.19%7.60%8.49%

Uncommon Value

Defensive Large-Cap Value Equities

Diversified portfolios of what we believe are high-quality, undervalued stocks

Disciplined valuation process measures downside risk before upside potential

PORTFOLIO MANAGERS

Kevin Preloger

Kevin Preloger

Portfolio Manager since 2006
Industry since 1997