Strategies/Equity Strategies
STRUCTURED SMALL/MID CAP CORE - Risk Management
Risk management is integrated into each step of the portfolio construction process for the Allegiant Structured Small/Mid Cap Core 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

Broad Strategies 100-150 stocks

1.5%

2.0%

2.5%

Focused Strategies 50-70 stocks

3.5%

4.0%

5.0%

 
Printable Versions
SSMID Overview

Allegiant Asset Management Company ("Allegiant"), Allegiant Institutional Services and Allegiant Funds comprise Allegiant Asset Management Group. With $28.7 billion in assets under management (9.30.08), Allegiant is an SEC-registered investment adviser, offering an array of investment strategies. Allegiant is a subsidiary of National City Corporation® (NCC).

Allegiant serves as investment advisor to Allegiant Funds, a mutual fund family offering domestic and international equity, taxable and tax-exempt fixed income and money market portfolios, for which it receives an investment advisory fee. Allegiant Funds are distributed by Professional Funds Distributor, LLC (PFD), 760 Moore Road, King of Prussia, PA 19406. PFD is not affiliated with Allegiant and is not a bank.

NOT FDIC INSURED - NO BANK GUARANTEE - MAY LOSE VALUE

Allegiant Asset Management Group also provides 401(k), custody, trustee, securities lending and escrow services, including escrow products for the travel industry through Allegiant Institutional Services. Allegiant Institutional Services is a business unit of National City Bank, member FDIC®.

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