Pacific Ridge Small Cap Value CIT
NOTE: Matrix Trust Company’s collective investment trusts (CITs), also known as collective investment funds (CIFs), are pooled funds that are investment options available to certain tax-qualified, employer-sponsored retirement plans and are not available to the general public. The fund information and fact sheets on this site are for institutional use only and are not for plan participants. The information contained within is not investment, tax or legal advice. Plans and their fiduciaries should consult with their own competent investment, tax and legal advisors.
The subadvisors managing these CITs are not affiliated with Matrix Trust Company. For information on risks associated with these CITs, please see the Fund Summary Document, the Global Risk Disclosure and the Declaration of Trust accessible through the links on the righthand side of this page and the Details for the CITs (Fund Fact Sheets) found below.
NOTE: Matrix Trust Company’s collective investment trusts (CITs), also known as collective investment funds (CIFs), are pooled funds that are investment options available to certain tax-qualified, employer-sponsored retirement plans and are not available to the general public. The fund information and fact sheets on this site are for institutional use only and are not for plan participants. The information contained within is not investment, tax or legal advice. Plans and their fiduciaries should consult with their own competent investment, tax and legal advisors.
The subadvisors managing these CITs are not affiliated with Matrix Trust Company. For information on risks associated with these CITs, please see the Fund Summary Document, the Global Risk Disclosure and the Declaration of Trust accessible through the links on the righthand side of this page and the Details for the CITs (Fund Fact Sheets) found below.
The Pacific Ridge Small Cap Value CIT seeks to provide clients with net returns in excess of the Russell 2000® Value Index (“Index”) through active investment management while utilizing a disciplined and tested approach. The Subadvisor’s small cap value strategy generally involves the purchase of stocks in the bottom three-quarters of the Index market capitalization range. The Subadvisor believes that this smaller capitalization segment has a large number of underfollowed companies that provide opportunities to exploit market inefficiencies and to identify undervalued companies with good long-term operating prospects to allow the portfolio to ultimately outperform its benchmark.
It is important to note that investing in small-cap stocks involves a higher degree of risk and volatility compared to larger companies.