The Morgan Stanley US Small Cap Value Instl. Fund was added to the Diversified Small Co. Stock Option this month. This new fund has a strong track record and should provide more value exposure to this option. The assets have been reallocated in the option as follows:
Allocation | ||
Diversified Small Co. Stock Option Managers | Before | Current |
Century Small Cap Value Instl. (csmcx) | 15% | 15% |
Royce Opportunity (rypnx) | 15% | 15% |
Dimensional US Micro Cap Portfolio (dfscx) | 15% | 15% |
Third Avenue Small Cap Value (tascx) | 15% | 15% |
Legg Mason Opportunity (lmofx) | 10% | 10% |
Morgan Stanley US Small Cap Value Instl. (mpscx) | 0% | 10% |
BGI Small Company Index | 30% | 20% |