Summary
The fund seeks capital appreciation by investing in companies in the United States.
The fund employs a multi-manager investment strategy to invest directly or indirectly through underlying funds, which in turn invest directly in securities.
Next, the fund allocates assets among the underlying funds based on an evaluation of three strategies such as strategic asset allocation, tactical asset allocation, and fund selection. The advisor will consider broad economic factors as well as diversification and risk management in as
Link
Fund Manager(s)
- Brad Thompson
- David Appleby
- Clayton Wilkin
Price
Performance
YTD
4.7%
3 Year
-29.44%
5 Year
-3.29%
Best
33.57%
2009
Worst
-43.39%
2022
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 5.9% | 3.8% | -6.8% | 6.1% | -20.5% | 13.2% | - | 8.8% | -2.1% | 3.3% |
| Q2 | -3.5% | 4.9% | -13.6% | 6.5% | 20.1% | 2% | 7.4% | 2.8% | -2.2% | -0.3% |
| Q3 | - | -2.3% | -3.3% | -6.9% | 7.2% | -2% | 4.7% | 6% | 6.2% | -4.2% |
| Q4 | - | 10.5% | -27.4% | 8.5% | 14.3% | 2.1% | -17.5% | 5.7% | -1.2% | 5.4% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.3% | 2.7% | 3.4% | -4.8% | - | - | - | - | - | - | - | - |
| 2023 | 6.8% | -1.7% | -1.1% | 0.7% | -1.3% | 5.6% | 3.8% | -2.2% | -3.8% | -3.6% | 8.3% | 5.2% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 5% | 17% | -43% | 14% | 17% | 17% | -9% | 26% | 0% | 4% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| ORILX | 5% | 17% | -43% | 14% | 17% | 17% | -9% | 26% | 0% | 4% |
| Russell 1000 | -8% | 36% | -27% | 27% | 37% | 35% | -3% | 28% | 5% | 4% |
| Alpha | 12% | -19% | -17% | -13% | -20% | -17% | -6% | -2% | -5% | -0% |