TWIN Tax Managed Large Cap (Direct Index)

A Tax Managed U.S. Large Cap Core Enhanced Index Portfolio seeking to replicate the S&P 500 benchmark return before taxes while outperforming the benchmark after taxes, with low active risk. The strategy employs active Tax-Loss harvesting to provide tax alpha.
Category
US Large Cap Equity - Tax Managed
Benchmark
S&P 500® Index
Inception
December 2020
TWIN Capital Management
3244 Washington Road
Suite 202
McMurray, PA 15317
Phone
724.942.2000
Fax
724.942.2002

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