Summary
The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.
The investment process starts with companies in the benchmark index and the research team narrows the list to include companies with a track record of above-average earnings growth and return on capital.
Next, the team analyzes the quality and durability of earnings and also reviews technical indicators including market and stock momentum.
The actively managed fund frequently buys and sells securities th
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Directors
Jan 12, 2024- Patrick G. Halter
- Karen McMillan
- Frances P. Grieb
- Fritz S. Hirsch
- Craig Damos
- Kamal Bhatia
- Leroy T. Barnes, Jr
- Ken McCullum
- Mary M. VanDeWeghe
- Padelford L. Lattimer
- Katharin S. Dyer
- Victor L. Hymes
- Elizabeth A. Nickels
Chief Compliance Officer
- Teri R. Root
Fund Manager(s)
- Christopher Corbett
- Marc Shapiro
Price
Company Name |
Holding |
| Trade Desk Inc/The | 2.14 % |
| Cava Group Inc | 0.95 % |
| More |
Performance
YTD
6.2%
3 Year
-15.67%
5 Year
41.32%
Best
47.00%
2020
Worst
-40.54%
2002
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 9.6% | 7.4% | -12.5% | 21.3% | 5.6% | 21.9% | 2.2% | 9.3% | -4% | 9% |
| Q2 | -2.8% | 7.6% | -22.3% | 4.6% | 30.5% | 4% | 7.1% | 4% | 4.7% | 0.8% |
| Q3 | - | -9.3% | -1.8% | -14.3% | -17% | -3.7% | 9.3% | 6.3% | 4.2% | -7.9% |
| Q4 | - | 9.2% | 1.3% | 4.9% | 9.6% | 2.3% | -22.1% | 6.1% | -1.8% | 0.9% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.6% | 7.1% | 1.7% | -3.1% | - | - | - | - | - | - | - | - |
| 2023 | 7.2% | -1.3% | 1.4% | -1.8% | 0.7% | 8.9% | 0.9% | -3.7% | -6.7% | -6.4% | 11.8% | 3.6% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 6% | 14% | -32% | -3% | 47% | 26% | -9% | 29% | 0% | 2% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| PHPPX | 6% | 14% | -32% | -3% | 47% | 26% | -9% | 29% | - | 2% |
| Russell Midcap | 4% | 25% | -27% | 12% | 35% | 34% | -6% | 24% | 6% | -1% |
| Alpha | 2% | -11% | -5% | -15% | 12% | -8% | -4% | 5% | - | 3% |