Our Small-Cap Value fund seeks to match the risk characteristics of the Russell 2000 Value Index while delivering superior total return. It consists of 80 to 100 stocks, covering a diverse range of sectors and industries.

Our investment strategy is based on the academic research of Dr. David Ikenberry. His findings suggest that companies exhibiting active stock repurchases, coupled with fundamental corporate valuation signals, outperform the broader market over time. Buy and sell decisions are driven by fundamental company and economic research and statistical analysis in order to minimize risk exposure.

For additional information on the Small-Cap Value Portfolio, please contact David Wetherell at 217-356-8363 or 800-847-1686.

Small Company (small-cap) investments involve stocks of companies with smaller levels of market capitalizations (generally less than $2 billion) than larger company stocks (large-cap). Small-cap investments are subject to considerable price fluctuations and are more volatile than large company stocks. Investors should consider the additional risks involved in small cap investments.

It is not possible to invest directly in an index.