FUNDS AND STRATEGIES

U.S. Equity Funds

U.S. equity funds typically invest in stocks of U.S. companies. Market capitalization is calculated by multiplying the number of a company's shares outstanding by its stock price per share.

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Large Cap Defensive Equity Fund

The Fund seeks to outperform its benchmark on a risk-adjusted basis, the Russell 1000® Index (the "Index"), via comparable returns over a full market cycle while exhibiting less volatility than the large cap U.S. equity markets (as measured by the standard deviation of returns) and downside protection in periods when broad market absolute returns are negative.

Enhanced Index U.S. Equity Fund

The fund seeks to outperform the Russell 1000® Index with above-average consistency relative to other single investment manager solutions. The Fund is designed to achieve this by combining strategies with different payoffs over different phases of an economic cycle. The relative weight of each strategy can be shifted over time based on market conditions.

Large Cap U.S. Equity Fund

The fund seeks to outperform the Russell 1000® Index with above average consistency over a full market cycle.

Russell Investments
Russell 1000® Index Fund

The fund seeks to mirror the returns of the Russell 1000® Index as closely as possible before the deduction of Fund expenses.

Russell Investments
Russell 2000® Index Fund

The fund seeks to mirror the returns of the Russell 2000® Index as closely as possible before the deduction of Fund expenses.

Equity II Fund

The fund seeks to provide a favorable total return primarily through capital appreciation. Aims to outperform the Russell 2500™ Index with above-average consistency while managing volatility and maintaining diversification similar to the Index over a full market cycle.

Small Cap Fund

The fund seeks to provide long-term capital appreciation. Aims to outperform the Russell 2000® Index while managing volatility and maintaining diversification similar to the Index over a full market cycle.

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