Summary
The fund seeks to invest in large-size growth companies in the U.S.
The fund is sub-advised by Kayne Anderson Rudnick Investment Management, LLC with a focus on investing in large-size companies with a track record of above-average growth.
The investment process looks for companies that are expected to deliver above average sustained revenue growth in the long term. Analyst team relying on fundamental research look for consistent and profitable growth that has low organic need for external financing and generating free ca
Link
Fund Manager(s)
- Douglas Foreman
- Chris Armbruster
Price
Documents
Performance
YTD
13.6%
3 Year
-25.02%
5 Year
33.33%
Best
41.40%
2020
Worst
-47.32%
2022
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 14.5% | 10.9% | -13.4% | -8.6% | -15.5% | 23.5% | 4.8% | 10.6% | -2.8% | 5.6% |
| Q2 | -4.1% | 11.2% | -28.6% | 16.4% | 33.4% | 4.2% | 7.3% | 8.8% | - | 1.6% |
| Q3 | - | -3.7% | -0.3% | -5.2% | 11.2% | -5.9% | 3.7% | 6.7% | 6.4% | -7% |
| Q4 | - | 7.4% | -14.5% | 3.3% | 12.7% | 12.2% | -18.8% | 5.4% | -4.3% | 9.7% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 3.6% | 9.5% | 0.9% | -5.4% | - | - | - | - | - | - | - | - |
| 2023 | 10.3% | -2.8% | 3.4% | - | 2.5% | 8.5% | 4.7% | -1.3% | -6.8% | -3.6% | 11.6% | -0.3% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 14% | 28% | -47% | 4% | 41% | 40% | -8% | 36% | -1% | 9% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| PLXGX | 14% | 28% | -47% | 4% | 41% | 40% | -8% | 36% | -1% | 9% |
| Russell 1000 | -8% | 36% | -27% | 27% | 37% | 35% | -3% | 28% | 5% | 4% |
| Alpha | 21% | -8% | -20% | -22% | 4% | 5% | -5% | 7% | -6% | 5% |