Summary
The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.
The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.
Next, the research team invests in the equity securities of U.S. and foreign companies, principally common stocks, preferred stocks, securities convertible into common stocks and American Depositary Receipts that are trad
Link
Fund Manager(s)
- Charles Severson
- Kenneth Hemauer
Price
Performance
YTD
-0.7%
3 Year
-11.46%
5 Year
10.77%
Best
40.90%
2009
Worst
-41.53%
2008
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | -0.7% | 11.3% | -15.7% | -13.1% | -19.3% | 18.5% | 4.4% | 8.7% | 0.3% | 4.4% |
| Q2 | - | 4.7% | -17.8% | 25.7% | 29.4% | 5.7% | 4.9% | 6.8% | 2.3% | -0.3% |
| Q3 | - | -8.8% | 0.5% | -10.4% | -1% | 0.9% | 8.6% | 3.6% | 2.3% | -7.9% |
| Q4 | - | 11.3% | 2.2% | 7% | 18.9% | 0.3% | -14.9% | 5% | 0.4% | 0.6% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -2.7% | 5.4% | 2% | -8.4% | - | - | - | - | - | - | - | - |
| 2023 | 10% | -0.7% | 2% | -0.9% | -1.8% | 7.6% | 1.5% | -4.6% | -5.9% | -6.8% | 10.9% | 7% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1% | 18% | -29% | 5% | 23% | 29% | -1% | 27% | 5% | -4% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| BMDIX | -1% | 18% | -29% | 5% | 23% | 29% | -1% | 27% | 5% | -4% |
| Russell Midcap | 4% | 25% | -27% | 12% | 35% | 34% | -6% | 24% | 6% | -1% |
| Alpha | -5% | -7% | -1% | -8% | -12% | -5% | 4% | 3% | -1% | -2% |