Objective
OFI Institutional’s Quantitative SMid Cap Value strategy seeks to outperform the Russell 2500® Value Index over a full market cycle.
As of 9/30/08
 Strategy AUM:
$34M
 Excess Return Target:
300–350 bps
 Tracking Error Target:
3.5–4.5%
 Benchmark:
Russell 2500® Value
 Approximate Number of Holdings:
125–200
 Expected Turnover:
100–125%

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