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 September 30, 2026

Aggregate

►  Performance Summary

►  Fact Sheet

Government

►  Performance Summary

►  Fact Sheet

Government/Credit

►  Performance Summary

►  Fact Sheet

1-5 Year Govt Credit

►  Performance Summary

►  Fact Sheet

Intermediate Aggregate

►  Performance Summary

►  Fact Sheet

Intermediate Government

►  Performance Sumary

►  Fact Sheet

Intermediate Government/Credit

►  Performance Summary

►  Fact Sheet

Short Government

►  Performance Summary

►  Fact Sheet

Short Government / Credit

►  Performance Summary

►  Fact Sheet

Aggregate Socially Responsible

►  Performance Summary

►  Fact Sheet

ICG Socially Responsible

►  Performance Summary

►  Fact Sheet

Enhanced Cash

►  Performance Summary

►  Fact Sheet

Enhanced Cash Government

►  Performance Summary

►  Fact Sheet

Multi-Asset

As of September 30, 2026

Tactical Allocation

►  Fact Sheet

Tactical Defense

►  Fact Sheet

Equity

As of September 30, 2026

Large Cap Value 

►  Performance Summary

►  Fact Sheet

 Large Cap Growth

►  Performance Summary

►  Fact Sheet

 All Cap Core 

►  Performance Summary

►  Fact Sheet

 All Cap Value 

►  Performance Summary

►  Fact Sheet

 SMID Cap Core 

►  Performance Summary

►  Fact Sheet

Small Cap Value 

►  Performance Summary

►  Fact Sheet

 Discovery Small Cap

►  Performance Summary

►  Fact Sheet

 Micro Cap Value 

►  Performance Summary

►  Fact Sheet

 Small-Cap Core Equity

►  Performance Summary