Summary
The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.
The investment process is designed to highlight companies in the benchmark index that demonstrate long-term growth potential.
The Investment team integrates environmental, social and governance factors as part of its research process.
Then the research team utilizes fundamental analysis to identify high-quality businesses with sustainable growth models and attractive franchises, favorable long-term prosp
Link
Fund Manager(s)
Price
Performance
YTD
3.9%
3 Year
-20.38%
5 Year
-6.15%
Best
58.21%
2009
Worst
-40.05%
2008
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 7.6% | 6.5% | -14% | -0.4% | -17.1% | 18.1% | 3.9% | 8.8% | -1.1% | 2.2% |
| Q2 | -2.8% | 5.8% | -20.8% | 21.6% | 32.7% | 5.8% | 2.7% | 5.6% | 3.2% | -0.3% |
| Q3 | - | -7.6% | 0.5% | -10.4% | -6.9% | -1.7% | 7.4% | 4.7% | 2.1% | -9.5% |
| Q4 | - | 15% | 1.5% | 2.7% | 5.3% | -15.1% | -15% | 5.2% | -2.7% | 2.8% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.1% | 5.9% | 2.7% | -6.3% | - | - | - | - | - | - | - | - |
| 2023 | 7.3% | -1.4% | 0.7% | -2.2% | -0.5% | 8.7% | 3.3% | -5% | -5.9% | -7.1% | 13.7% | 8.5% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 4% | 19% | -31% | -2% | 23% | 6% | -5% | 27% | 2% | -5% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| GGOIX | 4% | 19% | -31% | -2% | 23% | 6% | -5% | 27% | 2% | -5% |
| Russell 3000 | - | - | -29% | 25% | 37% | 34% | -3% | 28% | 6% | 4% |
| Alpha | 4% | 19% | -2% | -27% | -14% | -28% | -2% | -1% | -4% | -9% |