The VL Capital Large Cap U.S. Equity Strategy passively invests in the common stock of the largest U.S. companies based on total market capitalization. The Strategy offers investors access to the largest capitalization segment in the United States equity universe. The Large Cap U.S. Equity Strategy is rebalanced on a quarterly basis.
- Invests in a basket of large capitalization U.S. stocks
- Benefits from diversification that eliminates company-specific risk
- Tax advantaged due to low turnover of positions
Key Information
Inception Date | October 1, 2019 |
Custodian | Interactive Brokers |
Account Structure | Separately Managed |