![]() ![]() The benchmark for the composite is the Wilshire US Micro Cap Index that represents a float-adjusted, market capitalization-weighted portfolio of all stocks below the 2,500th rank by market capitalization in the Wilshire 5000 at March 31 and December 31 of each year. Gross Performance is net of all transaction costs and Net Performance is net of transaction costs and (maximum allowable total) investment management fee, but before any custodial fees (that may be incurred separately by the client). Total return for the composite is represented by the asset-weighted returns of the portfolios within the composite. Performance is calculated in US dollars utilizing a time-weighted total rate of return. The composite was created August 1, 1999. Uniplan maintains a complete list and description of composites that is available upon request. Uniplan Investment Counsel is a boutique investment firm, with roots dating back to 1984, that manages a variety of portfolios primarily for US clients.
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