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The Enhanced S&P 500 Strategy seeks long-term, risk-managed growth of principal through the selection of attractively valued stocks including in the S&500 Index via an SMA structure.
The strategy invests in a targeted equity portfolio of approximately 50 large-cap stocks selected for their company-specific attributes and industry attractiveness as determined by VGA’s proprietary screening models.
The strategy also seeks to provide value by emphasizing stocks from top-ranked industry sectors, as determined by the firm’s proprietary sector-ranking models.
The strategy's primary objective seeks long-term growth of principal.