At a Glance - Fourth Quarter, 2011
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Asset Managers:
RhumbLine Advisers (Boston, MA)
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Download:
Individual Fund Fact Sheet
Fourth Quarter, 2011
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 PDF |
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Strategy
The investment manager’s strategy is to replicate the price and yield performance of the Russell 2000 Index, an index of 2000 small company stocks that is created by taking the largest 3000 companies in the United States and eliminating the largest 1000 of those companies.
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3Mo |
1Yr |
3Yr |
5Yr |
Since
Incep. |
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The CUIT Small-Capitalization Equity Index Fund returned 15.19% (Class B, 15.36%), closely tracking the benchmark Russell 2000 Index’s 15.47% return. Small-capitalization stocks rebounded from the summer’s market weakness more strongly
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| Market Sector Analysis % |
| Industry Allocation |
SCEF |
Russell 2000
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| Consumer Discretionary |
13.1 |
13.1 |
| Consumer Staples |
3.4 |
3.7
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| Energy |
6.7 |
6.7 |
| Financials |
22.1
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22.2 |
| Health Care |
12.6 |
12.7 |
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