Strategies/Equity Strategies
STRUCTURED SMALL CAP 130/30 - Risk Management
Risk management is integrated into each step of the portfolio construction process for the PNC Funds Structured Small Cap 130/30 strategy from maximizing the risk/return profile through portfolio optimization, to fundamental review of candidates and continuous monitoring and refinement.
In addition, the following specific portfolio construction constraints apply:
  • Industry weightings of +/- 3% of benchmark
  • Individual position limits:
 

At Purchase

Trim Limit

Absolute Maximum

Long & Short Positions 90-150 stocks

3.0%

4.0%

5.0%

 

As of September 29, 2009, PNC Capital Advisors, Inc. and its affiliate Allegiant Asset Management Company each merged into and with PNC Capital Advisors, LLC. PNC Capital Advisors, LLC is an SEC-registered investment adviser, offering an array of investment strategies. PNC Capital Advisors, LLC is a subsidiary of The PNC Financial Services Group, Inc.

PNC Capital Advisors, LLC serves as investment adviser and co-administrator to PNC Funds, a mutual fund family offering domestic and international equity, taxable and tax-exempt fixed income and money market portfolios. PNC Funds are distributed by Professional Funds Distributor, LLC (PFD), 760 Moore Road, King of Prussia, PA 19406. PFD is not affiliated with PNC and is not a bank.

INVESTMENTS: NOT FDIC INSURED - NO BANK OR FEDERAL GOVERNMENT GUARANTEE - MAY LOSE VALUE



  Powered by a SySys® data & content management system.Click here to learn more about how SySys can automate data and provide content management solutions on your website.