1Q 2024 Fundametrics® Large Cap Commentary
Fundametrics® Large Cap Equity 1Q 2024 Performance Summary and Observations The Fundametrics Large Cap Equity strategy finished the quarter up
Fundametrics® Large Cap Equity 1Q 2024 Performance Summary and Observations The Fundametrics Large Cap Equity strategy finished the quarter up
Fundametrics® Small Cap Equity 1Q 2024 Performance Summary and Observations The Fundametrics® Small Cap Value strategy exceeded its benchmark, the
Featured: U.S. Large Cap Quarter Ends on Strong Note for Value March leadership came from lower valuation factors and high
Featured: US Small Cap Reversal from December Trends Higher quality and strong price momentum provided the leadership in January. Positive
Fundametrics® Large Cap Equity 4Q 2023 Performance Summary and Observations The Fundametrics Large Cap strategy finished the quarter and the
Fundametrics® Smid Cap Equity Q4 2023 Performance Summary and Observations The Fundametrics® Smid Cap Value strategy returned 14.06% for 4Q
Fundametrics® Small Cap Equity 4Q 2023 Performance Summary and Observations The Fundametrics® Small Cap Value strategy trailed the Russell 2000
Featured: US Large Cap Mixed leadership during the month of December. Neither high nor low valuation provided much distinction during
Featured: US Small Cap Low Beta demonstrating defensive characteristics after underperforming for most of the year. After underperforming for most
Fundametrics® Large Cap Equity 3Q 2023 Performance Summary and Observations The Fundametrics Large Cap Equity strategy outperformed the Russell 1000