Small Cap Equity

flexPATH Strategies partners with some of the best investment managers in the industry to make these high quality investments accessible to 401(k) Plan Participants with lower fees.

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Small Cap Growth Fund (Victory Capital)

The Small Cap Growth Fund seeks long-term capital growth by investing in innovative small cap companies that can take market share in their respective industries, allowing for higher and more sustainable earnings growth than the broader market. The sub-advisor to the Fund is Victory Capital, which has managed a substantially similar strategy since 1987.

 

The sub-advisor to the Fund also manages a mutual fund that employs a substantially similar strategy.

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Small Cap Growth Fund II (AllianceBernstein)

The Small Cap Growth Fund II seeks to invest in small cap companies with unrecognized growth potential across sectors and company lifecycles. The sub-advisor to the Fund is AllianceBernstein, which has managed a substantially similar strategy since 2015.

 

The sub-advisor to the Fund also manages a mutual fund that employs a substantially similar strategy.

ColumbiaTI

Small Cap Value Fund (Columbia Threadneedle)

The Small Cap Value Fund focuses on small companies whose stocks are priced below their long-term potential, and where there may be a catalyst for positive change. The sub-advisor to the Fund is Columbia Threadneedle Investments which has managed a substantially similarly strategy since 2010.

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Small Cap Value Fund II (American Century)

The Small Cap Value Fund II seeks higher returns, lower volatility and attractive yields while providing consistent small cap value exposure. The Fund invests in high-quality, small-sized companies temporarily selling at a discount. The sub-advisor to the Fund is American Century Investments, which has managed a substantially similar strategy since 1995.

 

The sub-advisor to the Fund also manages a mutual fund that employs a substantially similar strategy.

Fund Fact Sheets

Small Cap Growth Fund (Victory Capital) Class I1 Class I2 Class I3 Class R1    
Small Cap Growth Fund II (AllianceBernstein) Class I1 Class I2 Class I3 Class R1 Class R2 Class R3
Small Cap Value Fund (Columbia Threadneedle) Class I1 Class I2 Class I3 Class R1 Class R2  
Small Cap Value Fund II (American Century) Class I1 Class I2   Class R1 Class R2