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
Directors
Mar 11, 2022- Gail H. Klapper
- Stephen G. McConahey
- Steven A. Lake
- R. Timothy Hudner
- James A. Hillary
- Jonathan D. Kreider
Chief Compliance Officer
- Katherine Stoner
Price
Company Name |
Holding |
| Microchip Technology Incorporated | 3.35 % |
| Hologic Inc | 2.88 % |
| Marvell Technology Inc | 2.57 % |
| Teleflex Incorporated | 2.09 % |
| Ingersoll Rand Inc | 2.06 % |
| Agilent Technologies Inc. | 1.93 % |
| The Trade Desk Inc | 1.88 % |
| Textron Inc. | 1.83 % |
| Ball Corporation | 1.66 % |
| J. B. Hunt Transport Services, Inc. | 1.57 % |
| More |
Documents
Performance
YTD
-
3 Year
-28.82%
5 Year
-17.88%
Best
24.38%
2017
Worst
-34.93%
2022
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | - | - | -30.4% | -26.9% | -22.9% | 16.1% | 3.4% | 7.7% | -0.4% | 6.6% |
| Q2 | - | - | -6.5% | 49.4% | 27.7% | 4.5% | 3.2% | 5.8% | 1.8% | 1.1% |
| Q3 | - | - | - | -9% | -6.5% | -1.8% | 7.2% | 4.2% | 2.7% | -7.8% |
| Q4 | - | - | - | -18.1% | 16.4% | -3.7% | -12.7% | 4.2% | 0.6% | 7% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | - | - | - | - | - | - | - | - | - | - | - | - |
| 2023 | - | - | - | - | - | - | - | - | - | - | - | - |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 0% | 0% | -35% | 3% | 7% | 17% | -3% | 24% | 5% | 6% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| MXTMX | - | - | -35% | 3% | 7% | 17% | -3% | 24% | 5% | 6% |
| Russell Midcap | 4% | 25% | -27% | 12% | 35% | 34% | -6% | 24% | 6% | -1% |
| Alpha | - | - | -8% | -9% | -28% | -17% | 3% | 0% | -1% | 8% |