I P R S LARGE CAP EQUITY FUND
? Indiana Public Retirement System
LARGE CAP EQUITY FUND
INVESTMENT OBJECTIVE
The Investment Objective of the Large Cap Equity Index Fund is to seek investment growth/capital appreciation through passive investment in the stocks of the 500 largest U.S. companies.
RISK PROFILE
LOW
MODERATE
HIGH
For illustrative purposes only. For further information regarding risk, read our Risk Disclosure at inprs/files/RiskDisclosure.pdf
Benchmark: S&P 500 Index Expense ratio: 0.01% / $0.14 per $1,000 Portfolio turnover: 9%
HISTORICAL INVESTMENT PERFORMANCE
as of 6/30/19:
TOTAL RETURN
AVERAGE TOTAL ANNUAL RETURN
Quarter Year to
to Date
Date
Past 1 Year
Past 3 Past 5 Past 10 Years Years Years
Large Cap Equity Fund
4.30%
18.57%
10.43% 14.18% 10.70% 14.71%
COMPOSITION
S&P 500 Index
BlackRock S&P 500 Index
20.0 %
4.30% 18.54% 10.42% 14.19% 10.71% 14.70%
100%
15.0 % 10.0 %
RETURNS
5.0 %
INVESTMENT MANAGERS
The Large Cap Equity Index Fund is comprised of the following underlying manager: BlackRock. BlackRock utilizes passive management to attempt to match the characteristics and performance of the Standard & Poor's 500 Index, a widely recognized benchmark of U.S. stock market performance that is dominated by the stocks of large U.S. companies.
UNDERLYING MANAGERS' LINKS
BlackRock: passive management
0.0 % Quarter to Date Year to date Past 1 Year Past 3 Years Past 5 Years Past 10 Years
Large Cap Equity
S&P 500
DISCLOSURES:
Past performance is not a guarantee or a reliable indicator of future results. An investment in the Fund could lose money over short or even long periods. You should expect the Fund's share price and total return to fluctuate within a wide range, like the fluctuations of the overall stock market. The Fund's performance could be hurt by stock market risk, which is the chance that stock prices overall will decline. Stock markets are volatile and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments. Further, the Fund's performance could be hurt by investment style risk, which is the chance that returns from largecapitalization stocks will trail returns from the overall stock market. Large cap stocks tend to go through cycles of doing better ? or worse ? than the stock market in general. These periods have, in the past, lasted for as long as several years.
All data presented is calculated from manager composite performance prior to 4/1/2013.
? Performance is net of fees
Updated on: 8/15/19
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