All Cap Core Equity

Investment Objective
The Sage tactical equity account seeks tax-efficient capital appreciation through the investment in select exchange-traded funds. The product employs a multi-cap, multi-style rotation strategy that over-weights those segments of the market that appear positioned to outperform given current valuations, fundamentals and the macro environment. The product is geared towards clients desiring low-cost active equity management that minimizes individual security risk.

Instruments
• SPDRS (SPY)
• iShares S&P 500/Citigroup Growth (IVW)
• iShares S&P 500/Citigroup Value (IVE)
• Rydex S&P 500 Equal Weight (RSP)
• MidCap SPDRS (MDY)
• iShares S&P MidCap 400/Citigroup Growth (IJK)
• iShares S&P MidCap 400/Citigroup Value (IJJ)
• iShares S&P SmallCap 600 (IJR)
• Russell SmallCap Growth (IWO)
• iShares S&P SmallCap 600/Citigroup Growth (IJT)
• iShares S&P SmallCap 600/Citigroup Value (IJS)
• iShares MSCI-EAFE (EFA)
• DIAMONDS (DIA)

Benchmark
Standard & Poor 500 Index/Russell 3000 Index