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
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Fund Manager(s)
Price
Documents
Performance
YTD
-
3 Year
-11.09%
5 Year
-23.75%
Best
36.42%
2020
Worst
-30.81%
2022
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | - | 16.1% | 5.3% | -17% | 17.5% | -16.6% | 19.3% | 2.4% | 8.5% | -3.4% |
| Q2 | - | -4.2% | 5.1% | -19.8% | 8% | 31.2% | 8.1% | 6.2% | 5.4% | 5.3% |
| Q3 | - | - | -7.7% | 1.7% | -11.2% | 4.5% | -1.6% | 8.3% | 5.3% | 3.5% |
| Q4 | - | - | 11.6% | 2.1% | 5.6% | 2.9% | 3.9% | -18.5% | 6.2% | -2.8% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | - | - | - | - | - | - | - | - | - | - | - | - |
| 2024 | 1.6% | 10.5% | 3.4% | -5.8% | - | - | - | - | - | - | - | - |
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 0% | 15% | 13% | -31% | 3% | 36% | 34% | -6% | 29% | 2% |
Alpha
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| OEGIX | - | 15% | 13% | -31% | 3% | 36% | 34% | -6% | 29% | 2% |
| Russell Midcap | - | 4% | 25% | -27% | 12% | 35% | 34% | -6% | 24% | 6% |
| Alpha | - | 11% | -11% | -3% | -10% | 2% | -0% | -1% | 5% | -4% |