Strategies/Equity Strategies
STRUCTURED SMALL CAP VALUE - Risk Management
Construct list of stocks by applying portfolio optimization and risk controls:
  • Focus on top 20% of ranked stocks
  • Maximize risk/return profile
  • Industry weightings of +/- 3% of benchmark
  • Individual position limits:
~
 

At Purchase

Trim Limit

Absolute Maximum

Broad Strategies 100-150 stocks

1.5%

2.0%

2.5%
Focused Strategies 50-70 stocks

3.5%

4.0%

5.0%

 
Printable Versions
SSCV Factsheet

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



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