PRODUCTS

MID-LARGE CAP EQUALLY WEIGHTED VALUE PORTFOLIOS

RESOURCE CAPITAL LONG 100

The portfolio is comprised of 100 stocks. The portfolio’s risk and return measures move closer to mirroring the risk and return measures of the S&P 500 Total Return Index. The return of the portfolio is expected to be higher than the S&P 500 Index while the risk level, measured by beta, of the portfolio is expected to be lower or match the risk level of theS&P 500 Total Return Index.

RESOURCE CAPITAL LONG 80

The portfolio is comprised of 80 stocks.  The portfolio’s return is expected to be higher than the S&P 500 Total Return Index and the risk level, measured by beta, of the portfolio is expected to be lower, match or be slightly higher than the risk level of the S&P 500 Total Return Index.

RESOURCE CAPITAL LONG 60

The portfolio is comprised of 60 stocks.  The portfolio’s return is expected to be higher than the S&P 500 Total Return Index and the risk level, measured by beta, of the portfolio is expected to be lower, match or be slightly higher than the risk level of the S&P 500 Total Return Index.

PERFORMANCE

Resource Capital Model Portfolio Performance

Please see Performance Disclosures  provided at the end of this webpage.

2010 Performance

RC Long 60 Model

  • 2010 RC Model Long 60 34.54% 34.54%
  • 2010 Russell 1000 Value Index 15.50% 15.50%
  • 2010 Russell 1000 Index 16.11% 16.11%
  • 2010 S&P 500 TR 15.06% 15.06%

2011 Performance

RC Long 60 Model

  • 2011 RC Model Long 60 16.11% 16.11%
  • 2011 Russell 1000 Value Index .38% .38%
  • 2011 Russell 1000 Index 1.51% 1.51%
  • 2011 S&P 500 TR 2.11% 2.11%

2012 Performance

RC Long 60 Model

  • 2012 RC Model Long 60 40.61% 40.61%
  • 2012 Russell 1000 Value Index 17.51% 17.51%
  • 2012 Russell 1000 Index 16.42% 16.42%
  • 2012 S&P 500 TR 16% 16%

2013 Performance

RC Long 60 Model

  • 2013 RC Model Long 60 47.99% 47.99%
  • 2013 Russell 1000 Value Index 32.52% 32.52%
  • 2013 Russell 1000 Index 33.12% 33.12%
  • 2013 S&P 500 TR 33.39% 33.39%

2014 Performance

RC Long 60 Model

  • 2014 RC Model Long 60 16.97% 16.97%
  • 2014 Russell 1000 Value Index 13.43% 13.43%
  • 2014 Russell 1000 Index 13.23% 13.23%
  • 2014 S&P 500 TR 13.69% 13.69%

2015 Performance

RC Long 60 Model

  • 2015 RC Model Long 60 1.26% 1.26%
  • 2015 Russell 1000 Value Index -3.94% -3.94%
  • 2015 Russell 1000 Index 0.78% 0.78%
  • 2015 S&P 500 TR 1.41% 1.41%

RESOURCE CAPITAL LONG 40

The portfolio is comprised of 40 stocks.  The portfolio’s return is expected to be higher than the S&P 500 Total Return Index and the risk level, measured by beta, of the portfolio is expected to match or be higher than the risk level of the S&P 500 Total Return Index.

RESOURCE CAPITAL LONG 20

The portfolio is comprised of 20 stocks.  The portfolio’s return is expected to be higher than the S&P 500 Total Return Index and the risk level, measured by beta, of the portfolio is expected to be higher than the risk level of the S&P 500 Total Return Index.