Key information

🔎 Fund Overview

Crossmark Large Cap Growth strategy seeks to outperform the investment benchmark (the Russell 1000 Growth Index) over a market cycle. The strategy’s investment process employs a combination of fundamental and quantitative factors, values-based criteria, and prudent portfolio constraints and risk management tools with the goal of long-term capital appreciation. Factors utilized in the traditional multi-factor model include earnings quality, profitability, growth dynamics, valuation and capital deployment. The strategy is subject to Crossmark’s values-based screening methodology and utilizes values- based data from 3rd party providers as well as our in-house research team. The risk management process involves set parameters around issuers, sectors, industries and risk factors as compared to a widely recognized large and mega-cap growth-oriented equity index. The number of holdings in this strategy averages 45-60, investing with an emphasis on large and mega-cap companies.