Summary
The fund seeks capital appreciation by investing in mid-size companies in the United States.
The investment process using fundamental analysis evaluates a company’s financial performance, competitive strength and prospects, industry position, and business model and management strength. The process also considers industry outlook, market trends and general economic conditions.
Next, the team with the help of quantitative models ranks securities within each sector to identify potential investment opportunities ba
Link
Fund Manager(s)
Price
Documents
Performance
YTD
4.3%
3 Year
-4.92%
5 Year
23.24%
Best
34.03%
2013
Worst
-17.2%
2022
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 9.4% | 3.2% | -4.1% | 9.6% | -27.7% | 16.5% | -0.5% | 5.9% | 2.8% | 3.5% |
| Q2 | -6.3% | 6.9% | -16.2% | 5.9% | 18.9% | 3% | 6.8% | 1.9% | 3.3% | -1% |
| Q3 | - | -6% | -1.6% | -15.9% | 5.9% | 0.7% | 3.2% | 2.3% | 4.7% | -9.9% |
| Q4 | - | 11.8% | 4.6% | 7.4% | 16.4% | 3.2% | -18.4% | 4.2% | 2.6% | 0.8% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.9% | 5.9% | 4.2% | -4.7% | - | - | - | - | - | - | - | - |
| 2023 | 6.6% | -1.2% | -2% | 0.4% | -2.3% | 9% | 2.1% | -3% | -5% | -4.2% | 9.3% | 5.6% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 4% | 15% | -17% | 5% | 6% | 27% | -12% | 15% | 14% | -7% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| OPMIX | 4% | 15% | -17% | 5% | 6% | 27% | -12% | 15% | 14% | -7% |
| Russell Midcap | - | - | -6% | 21% | 15% | 28% | -11% | 17% | 12% | -4% |
| Alpha | 4% | 15% | -12% | -16% | -9% | -1% | -2% | -1% | 2% | -3% |