Summary
The fund seeks capital appreciation by investing in U.S. companies of all sizes.
The investment team considers best ideas with the highest conviction from a team of sector experts across the company. The investment process is focused on stock selection based on the sector research conducted by experienced sector analysts.
The fund focuses on one company at a time and in constructing a differentiated portfolio from the benchmark with less emphasis on style factors.
The multi-cap fund invests across all sizes but
Link
Fund Manager(s)
- Walter Scully
- Jacquelyne Cavanaugh
- Kathryn Lakin
- Andrew O'Brien
- William Rives
Price
Documents
Performance
YTD
-
3 Year
16.82%
5 Year
51.46%
Best
28.50%
2023
Worst
-24.2%
2022
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | - | 12.4% | 7.4% | -5.5% | -2.5% | -18.9% | 13.4% | -0.3% | 7.1% | -0.3% |
| Q2 | - | -0.8% | 9.9% | -14.9% | 17.2% | 21.5% | 4.5% | 5.9% | 4.3% | 2.6% |
| Q3 | - | - | -2.4% | -4.7% | -7.1% | 6.5% | 0.6% | 6.5% | 5% | 4.6% |
| Q4 | - | - | 11.5% | -1.1% | 8.6% | 12.2% | 1.6% | -13.7% | 5.3% | 3.5% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | - | - | - | - | - | - | - | - | - | - | - | - |
| 2024 | 2.4% | 5.9% | 3.7% | -0.9% | - | - | - | - | - | - | - | - |
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 0% | 11% | 29% | -24% | 15% | 18% | 24% | -4% | 24% | 11% |
Alpha
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| PLJMX | - | 11% | 29% | -24% | 15% | 18% | 24% | -4% | 24% | 11% |
| Russell 1000 Index | - | - | - | -19% | 25% | 19% | 29% | -7% | 19% | 10% |
| Alpha | - | 11% | 29% | -5% | -9% | -1% | -5% | 2% | 4% | 1% |