Summary
The fund seeks capital appreciation by investing in mid-size companies in the United States.
The investment process starts with companies in the benchmark index. The process employs a bottom-up stock selection using fundamental research approach to look for companies with high earnings growth potential.
Next, the research team analyzes a company’s financial statements and management structure, and its industry position. The team also looks for newer or established companies that are in the early growth phase of thei
Link
Fund Manager(s)
Price
Documents
Performance
YTD
13.9%
3 Year
-30.5%
5 Year
11.68%
Best
62.38%
2003
Worst
-39.33%
2008
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 15.8% | 5% | -17.2% | 1.1% | -16.8% | 18.9% | 2.1% | 8.2% | -3.6% | 7.9% |
| Q2 | -1% | 4.9% | -20% | 36.4% | 30.8% | 7.8% | 5.9% | 5.1% | 4.9% | 1.2% |
| Q3 | - | -7.9% | 1.4% | -19% | 2.6% | -1.9% | 8% | 4.9% | 3.2% | -7% |
| Q4 | - | 11.4% | 1.8% | 5.1% | -6% | 1.8% | -18.8% | 5.9% | -3.1% | 3.7% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.6% | 10.3% | 3.4% | -1.6% | - | - | - | - | - | - | - | - |
| 2023 | 3.8% | -0.8% | 2% | -1.2% | -2.1% | 8.4% | 1.3% | -2.9% | -6.4% | -5.6% | 11.5% | 5.2% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 14% | 12% | -32% | -7% | 33% | 30% | -8% | 27% | 1% | 5% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| OEGCX | 14% | 12% | -32% | -7% | 33% | 30% | -8% | 27% | 1% | 5% |
| Russell Midcap | 4% | 25% | -27% | 12% | 35% | 34% | -6% | 24% | 6% | -1% |
| Alpha | 10% | -13% | -4% | -20% | -2% | -4% | -2% | 3% | -5% | 6% |