About SLCPTX
Wellington Trust Small Cap 2000 Portfolio is a collective investment fund focused on providing long-term total returns exceeding those of the Russell 2000 Index. This portfolio primarily invests in a diversified selection of small-capitalization companies across the United States, leveraging a bottom-up, fundamental research approach to stock selection. The fund maintains industry allocations generally within a narrow range of the benchmark index, seeking to capture growth opportunities while managing sector-specific risks. Notably, it encompasses a wide variety of sectors, such as healthcare, financial services, technology, consumer cyclical, industrials, and real estate. Managed by Wellington Trust Company, NA, the portfolio is structured specifically for use by tax-qualified employee benefit plans. The fund’s investment strategy emphasizes financial quality, earnings growth, and active management, aiming to deliver consistent performance within the inherently higher volatility of the small-cap market segment. Its role in the financial market is to serve institutional investors seeking to access the growth potential of U.S. small-cap stocks through a professionally managed, collective investment structure.
Stock Exchange Nasdaq
Ticker Symbol SLCPTX
SLCPTX had a total return of 13.17% in the past year, including dividends. Since the fund's
inception, the average annual return has been 13.06%.
