A way to categorise securities based upon the size and style characteristics. The categories are Large Cap Growth, Large Cap Value, Small Cap Growth, and Small Cap Value.

Size and Style are combined to create the following classifications: Large Cap Growth, Large Cap Value, Small/Mid Cap Growth, Small/Mid Cap Value, International Equity, which describes companies that are domiciled outside the U.S., and Equities Blend, which represents some combination of the classifications described above.