Summary
The fund seeks capital appreciation by investing in mid-and large-size companies in the United States.
The investment process is designed to highlight strong companies that demonstrate above-average, durable earnings growth outlook.
The research team is using fundamental analysis to identify companies with strong business models and capable management teams.
The team also considers companies that do not exhibit particularly strong earnings histories but have the potential for accelerated growth in the
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Fund Manager(s)
Price
Documents
Performance
YTD
4.2%
3 Year
-26.75%
5 Year
14.17%
Best
50.60%
2009
Worst
-38.74%
2022
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 8.7% | 10.9% | -15.1% | -13.7% | -12.9% | 19.7% | 7% | 9.3% | -1.5% | 3.9% |
| Q2 | -3.9% | 11.1% | -19.8% | 30.2% | 26.4% | 4.3% | 8.5% | 5.5% | -0.3% | 0.7% |
| Q3 | - | -5.4% | -8.3% | -12.2% | 5.4% | 1.2% | 7.1% | 4.7% | 3.5% | -5.2% |
| Q4 | - | 6.1% | -1.8% | 5% | 7.9% | 3.2% | -14.6% | 7.4% | -4.9% | 7.5% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.1% | 4.7% | 1.7% | -4.2% | - | - | - | - | - | - | - | - |
| 2023 | 9% | -4.1% | 6.1% | 0.1% | 1.9% | 8.9% | 2.1% | -1.1% | -6.3% | -4.4% | 11.3% | -0.2% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 4% | 24% | -39% | 4% | 25% | 33% | 4% | 0% | -3% | 7% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| BAGAX | 4% | 24% | -39% | 4% | 25% | 33% | 4% | - | -3% | 7% |
| Russell 1000 | -8% | 36% | -27% | 27% | 37% | 35% | -3% | 28% | 5% | 4% |
| Alpha | 12% | -12% | -12% | -23% | -12% | -2% | 7% | - | -9% | 3% |