Benchmark: S&P MidCap 400 Value Index
The S&P MidCap 400 Value Index measures the performance of value-oriented stocks within the S&P MidCap 400. The index targets companies with lower price-to-book ratios and consistent dividend yields.
A mid cap value strategy investing in U.S. companies with lower valuations and slower growth, aiming to capture long-term returns through discounted pricing and solid dividends.