Summary
The fund seeks capital appreciation by investing in companies across any size in the United States.
The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.
Then the research team relies on a fundamental approach to analyze a company’s financial performance, strength and prospects, industry position, and business model and management strength.
The team also considers ot
Link
Fund Manager(s)
Price
Documents
Performance
YTD
7%
3 Year
-1.52%
5 Year
47.27%
Best
39.50%
2003
Worst
-38.96%
2008
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 7% | 6.5% | -5% | 7.8% | -20.2% | 15.4% | -1.3% | 4.8% | 0.7% | 1.2% |
| Q2 | - | 11% | -16.7% | 8.2% | 21.7% | 3.6% | 5.3% | 3.2% | 1.9% | 0.3% |
| Q3 | - | -4.5% | -5.5% | -16.8% | 8.6% | 1% | 4.6% | 3.3% | 1.6% | -8.4% |
| Q4 | - | 6% | - | 8.2% | 11.7% | 6.7% | -16.7% | 2.8% | 4.5% | 5.3% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.4% | 6.9% | 4% | -4.3% | - | - | - | - | - | - | - | - |
| 2023 | 5.5% | -1.5% | 2.5% | 2.7% | 2% | 6% | 2.3% | -1.9% | -4.8% | -2.3% | 8.9% | -0.5% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 7% | 20% | -25% | 5% | 18% | 31% | -11% | 15% | 9% | -2% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| OMSCX | 7% | 20% | -25% | 5% | 18% | 31% | -11% | 15% | 9% | -2% |
| Russell 3000 Index | - | - | -21% | 24% | 19% | 29% | -7% | 19% | 10% | -1% |
| Alpha | 7% | 20% | -4% | -19% | -1% | 3% | -4% | -4% | -1% | -1% |