Summary
The fund seeks capital appreciation in the long-term by investing in mid-size companies in the United States.
The sub-advisor’s investment process begins with companies in the benchmark index to identify companies that offer proven products or services and consistent above-average earnings growth. Next, the research team looks for companies that are associated with industries that are experiencing increasing demand; or appear undervalued relative to their growth prospects.
The sub-advisor has the flexibility to buy
Link
Fund Manager(s)
- Brian Berghuis
Price
Documents
Performance
YTD
7.4%
3 Year
-8.99%
5 Year
29.21%
Best
44.86%
2009
Worst
-40.4%
2008
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 8.4% | 7.3% | -11.3% | 3.4% | -23% | 16.1% | 3.4% | 7.7% | -0.4% | 6.7% |
| Q2 | -0.5% | 5.2% | -16.1% | 5.7% | 27.8% | 4.6% | 3.3% | 5.9% | 1.9% | 1.2% |
| Q3 | - | -5.2% | -5.2% | -3.3% | 5.3% | -1.7% | 7.3% | 4.3% | 3.6% | -7.8% |
| Q4 | - | 9.8% | 6.5% | 3.9% | 16.4% | 4.2% | -12.8% | 4.4% | 0.8% | 7.1% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | - | 5.8% | 2.5% | -5.6% | - | - | - | - | - | - | - | - |
| 2023 | 8.2% | -2.2% | 1.4% | -1.1% | -0.9% | 7.4% | 3.5% | -3.2% | -5.3% | -5.6% | 10.4% | 4.8% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 7% | 17% | -25% | 10% | 21% | 28% | -3% | 25% | 6% | 7% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| MXMGX | 7% | 17% | -25% | 10% | 21% | 28% | -3% | 25% | 6% | 7% |
| Russell Midcap | 4% | 25% | -27% | 12% | 35% | 34% | -6% | 24% | 6% | -1% |
| Alpha | 3% | -8% | 3% | -3% | -14% | -6% | 3% | 1% | -0% | 8% |