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
3.7%
3 Year
-32.66%
5 Year
-35.47%
Best
57.40%
2009
Worst
-40.35%
2008
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 7.4% | 6.5% | -14.1% | 24.9% | -17.2% | 18% | 3.7% | 8.7% | -1.2% | 2% |
| Q2 | -5.7% | 5.6% | -20.9% | 6.6% | 32.6% | 5.7% | 2.6% | 5.4% | 3.1% | -0.4% |
| Q3 | - | -7.8% | 0.4% | -18.8% | -15.5% | -1.8% | 7.3% | 4.6% | 2% | -9.6% |
| Q4 | - | 14.9% | -3.9% | 2.3% | -4.6% | -23.4% | -15.1% | 5% | -2.8% | 2.7% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.1% | 5.9% | 2.6% | -3.5% | - | - | - | - | - | - | - | - |
| 2023 | 7.3% | -1.5% | 0.7% | -2.3% | -0.6% | 8.7% | 3.2% | -5% | -6% | -7.1% | 13.7% | 8.4% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 4% | 19% | -34% | -12% | 11% | 0% | -6% | 27% | 0% | -6% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| GGOSX | 4% | 19% | -34% | -12% | 11% | - | -6% | 27% | - | -6% |
| Russell 3000 | - | - | -29% | 25% | 37% | 34% | -3% | 28% | 6% | 4% |
| Alpha | 4% | 19% | -6% | -37% | -26% | - | -2% | -1% | - | -9% |