U.S. large-cap equity

FEB 14, 2010
By  mlanche

U.S. large-cap equity

Click column headers to sort fields

Product Name Quarterly return 1-year return 3-year return 5-year return 5-year std dev 5 Yr Sharpe Product Assets ($M) Manager Location
JAG Advisors - Large Cap Growth Equity 9.79 43.32 -1.48 3.00 23.05 0.00 334 Team St. Louis
Groesbeck Investment Management Corp. - Wrap Growth of Income 9.13 11.16 -8.71 -1.78 17.27 -0.28 144 Team Paramus, N.J.
TCW Investment Mgmt Co. - TCW Concentrated Core 9.00 43.81 1.64 1.06 18.00 -0.11 4,100 Craig Blum Los Angeles
Seizert Capital Partners LLC - Large Cap Core 8.70 34.70 -3.62 2.83 17.96 -0.01 833 Team Birminhgam, Mich.
Cambridge Financial Group - Core Equity 8.60 21.93 -6.07 2.21 17.53 -0.05 665 Team Cincinnati
Wells Fargo - Large Cap Growth 8.26 36.34 -0.10 2.10 17.94 -0.05 308 Team San Francisco
WCM Investment Management - Focused Growth 8.24 38.69 -4.94 -4.07 17.32 -0.41 676 Team Laguna Beach, Calif.
Victory Capital Management Inc. - Large Cap Growth 8.05 44.80 0.83 4.72 20.16 0.08 1,136 Team Cleveland
Mastrapasqua Asset Management - Mastrapasqua Growth 7.95 31.06 0.85 2.85 18.42 -0.01 301 Team Nashville, Tenn.
Eagle Capital Management LLC - Eagle Equity 7.82 34.73 -1.02 3.42 17.59 0.02 5,889 Ravenel B. Curry III New York
S&P 500 6.04 26.46 -5.63 0.42 17.62 -0.15      

Latest News

The power of cultivating personal connections
The power of cultivating personal connections

Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.

A variety of succession options
A variety of succession options

Whichever path you go down, act now while you're still in control.

'I’ll never recommend bitcoin,' advisor insists
'I’ll never recommend bitcoin,' advisor insists

Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.

LPL raises target for advisors’ bonuses for first time in a decade
LPL raises target for advisors’ bonuses for first time in a decade

“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.

What do older Americans have to say about long-term care?
What do older Americans have to say about long-term care?

Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.

SPONSORED The future of prospecting: Say goodbye to cold calls and hello to smart connections

Streamline your outreach with Aidentified's AI-driven solutions

SPONSORED A bumpy start to autumn but more positives ahead

This season’s market volatility: Positioning for rate relief, income growth and the AI rebound