Mid-Cap Equity Index Fund Profile
Information current as of 03/31/2024
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Risk/Reward Indicator Investment Managers
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The Mid-Cap Equity Index Fund is comprised of the following
manager: Rhumbline.
Lower Risk/Reward Higher Risk/Reward
Investment Objective
Current Allocation
The investment objective of the Mid-Cap Equity Index Fund is
to provide exposure to stocks of medium-sized companies and
to allow participants to diversify their stock holdings by market
capitalization. The Fund will be diversified by sector, indus-
try and issuer. Over longer investment periods, returns on
mid-cap equities have historically exceeded inflation, but with
substantial volatility over short and even intermediate holding
periods (risk as measured by standard deviation)
Investment Guidelines
The Mid-Cap Equity Index Fund will invest primarily in medi-
um-sized domestic companies listed on U.S. stock exchanges.
Due to the allowance of some latitude in stock valuations, up
to 25% of the Mid-Cap Equity Fund may be invested in small
capitalization or large capitalization securities.
Fees: NYCDCP Fee versus Institutional Fund Fee
NYCDCP Mid-Cap Equity Index Fund 0.05%
Institutional Median Mid-Cap Fund 1.02%
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Comparative Performance
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After Fee Cumulative Returns Ending March 31, 2024
After Fee Year-to-Date and Annual Returns March 31, 2024
Additional Information
The benchmark for the Mid-Cap Equity Fund is the S&P 400 MidCap Index. All performance figures provided are net of fees. The fee includes the 4 basis point
(0.04%) administrative fee. Institutional Median Fees are derived from Morningstar universes.
Mid-Cap Equity Index Fund Profile
Information current as of 03/31/2024
Calendar Year Returns vs. Benchmark
Rolling Three Year Performance, Information Ratio and Tracking Error
Mid-Cap Equity Index Fund Profile
Information current as of 03/31/2024
Annualized Excess Performance
Annualized Return vs. Annualized Standard Deviation - 3 Years Ending March 31, 2024
The below analysis shows the portfolio risk (measured by standard deviation) vs. the portfolio return.
Mid-Cap Equity Index Fund Profile
Information current as of 03/31/2024
Disclaimer
The past performance of this Fund does not guarantee future results. Historical returns may reflect the performance of previous managers and allocations of the
fund.
The Fund described in this Investment Profile is not FDIC insured; is not a deposit or obligation of, nor guaranteed by, any financial institution; and is not
guaranteed by the New York City Deferred Compensation Plan (“Plan”) or any federal, state or local government agency.
The Plan cannot offer investment, financial, tax or legal advice or make investment recommendations. The Plan regularly evaluates the performance of its
investment managers and may change managers at any time. Please consider the investment objectives, risks, fees and expenses carefully before investing.
The Plan’s investments are in separate account vehicles, not in mutual funds. The Plan’s funds are not listed in the newspaper; rather the daily net asset values
are available on the Plan’s website.