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
9.3%
3 Year
-21.92%
5 Year
32.12%
Best
36.13%
2020
Worst
-38.46%
2008
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 16.1% | 5.3% | -17% | 17.8% | -16.6% | 19.2% | 2.3% | 8.5% | -3.4% | 8% |
| Q2 | -4.2% | 5.1% | -19.8% | 7.9% | 31.2% | 8.1% | 6.2% | 5.3% | 5.2% | 1.4% |
| Q3 | - | -7.7% | 1.6% | -11.5% | 4.4% | -1.7% | 8.3% | 5.3% | 3.5% | -6.8% |
| Q4 | - | 11.6% | 2.1% | 5.6% | 2.6% | 3.8% | -18.5% | 6.2% | -2.9% | 4% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.7% | 10.4% | 3.4% | -5.9% | - | - | - | - | - | - | - | - |
| 2023 | 3.9% | -0.8% | 2.1% | -1.1% | -2% | 8.5% | 1.4% | -2.8% | -6.4% | -5.5% | 11.5% | 5.2% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 9% | 13% | -31% | 2% | 36% | 34% | -7% | 28% | 2% | 6% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| OEGYX | 9% | 13% | -31% | 2% | 36% | 34% | -7% | 28% | 2% | 6% |
| Russell Midcap | 4% | 25% | -27% | 12% | 35% | 34% | -6% | 24% | 6% | -1% |
| Alpha | 5% | -12% | -4% | -10% | 1% | -0% | -1% | 4% | -4% | 7% |