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
Directors
Nov 13, 2023- Gregory G. Weaver
- James A. McNamara
- John G. Chou
- Paul C. Wirth
- Dwight L. Bush
- Eileen H. Dowling
- Joaquin Delgado
- Kathryn A. Cassidy
Chief Compliance Officer
- Julien Yoo
Fund Manager(s)
Price
Performance
YTD
3.9%
3 Year
-20.31%
5 Year
-6.01%
Best
22.92%
2020
Worst
-30.54%
2022
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 7.6% | 6.5% | -14% | -0.4% | -17.2% | 18.1% | - | - | - | - |
| Q2 | -0.8% | 5.8% | -20.8% | 21.5% | 32.8% | 5.8% | -0.2% | - | - | - |
| Q3 | - | -7.6% | 0.5% | -10.3% | -6.9% | -1.7% | 7.4% | - | - | - |
| Q4 | - | 15% | 1.5% | 2.7% | 5.4% | -15.1% | -15% | - | - | - |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1% | 5.9% | 2.6% | -5.2% | - | - | - | - | - | - | - | - |
| 2023 | 7.3% | -1.4% | 0.7% | -2.2% | -0.5% | 8.7% | 3.3% | -5% | -5.9% | -7.1% | 13.7% | 8.4% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 4% | 19% | -31% | -2% | 23% | 6% | 0% | 0% | 0% | 0% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| GGQPX | 4% | 19% | -31% | -2% | 23% | 6% | - | - | - | - |
| Russell 3000 | - | - | -29% | 25% | 37% | 34% | -3% | 28% | 6% | 4% |
| Alpha | 4% | 19% | -2% | -27% | -14% | -28% | - | - | - | - |