At CS McKee, we value all of our clients. In our ongoing effort to provide the highest level of service and convenience, we have created a resource center where you can access our quarterly reviews and strategy fact sheets below.

Fixed Income

As of March 31, 2025

Aggregate

►  Performance Summary

►  Fact Sheet

Government

►  Performance Summary

►  Fact Sheet

Government/Credit

►  Performance Summary

►  Fact Sheet

Intermediate Aggregate

►  Performance Summary

►  Fact Sheet

Intermediate Government

►  Performance Summary

►  Fact Sheet

Intermediate Government/Credit

►  Performance Summary

►  Fact Sheet

Short Government

►  Performance Summary

►  Fact Sheet

Aggregate Socially Responsible

►  Performance Summary

►  Fact Sheet

ICG Socially Responsible

►  Performance Summary

►  Fact Sheet

Enhanced Cash

►  Performance Summary

►  Fact Sheet

Multi-Asset

As of March 31, 2025

Tactical Growth

►  Performance Summary

►  Fact Sheet

Tactical Defense

►  Performance Summary

►  Fact Sheet

Equity

As of March 31, 2025

Large-Cap Value Equity

►  Performance Summary

►  Fact Sheet

Large Cap Value 

►  Performance Summary

►  Fact Sheet

 Large-Cap Core Equity

►  Performance Summary

►  Fact Sheet

 All Cap Core 

►  Performance Summary

►  Fact Sheet

 All Cap Value 

►  Performance Summary

►  Fact Sheet

 SMID Core 

►  Performance Summary

►  Fact Sheet

Small Cap Value 

►  Performance Summary

►  Fact Sheet

 Micro Cap Value Plus 

►  Performance Summary

►  Fact Sheet

 Micro Cap Value 

►  Performance Summary

►  Fact Sheet

All-Cap Core Equity

►  Performance Summary

 Small-Cap Core Equity

►  Performance Summary

 International Equity

►  Performance Summary