Summary
The fund seeks to outperform the benchmark index by investing in mid-size companies in the United States.
The sub-advisor’s investment process starts with a list of companies in the benchmark index and the research team uses quantitative techniques and fundamental analysis to narrow the list of investable companies.
The team employs an adaptive model that evaluates stocks differently based on their growth expectations.
The portfolio is constructed using a bottom-up stock selection process with the&nbs
Link
Fund Manager(s)
Price
Documents
Performance
YTD
4.2%
3 Year
-25.45%
5 Year
0.18%
Best
23.49%
2019
Worst
-23.37%
2022
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 9.4% | 4.4% | -4.7% | 48% | -33.3% | 14.3% | -1.3% | - | - | - |
| Q2 | -4.1% | 4.4% | -13.7% | 3.8% | 22.6% | 0.2% | 4.6% | 1.2% | - | - |
| Q3 | - | -2.5% | -3.9% | -22.2% | 1.7% | 0.3% | 2.6% | 3.8% | - | - |
| Q4 | - | 5% | -3.1% | 7.1% | -3.4% | 5.8% | -17.7% | 4.7% | - | - |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -2.1% | 5.9% | 5.5% | -4.8% | - | - | - | - | - | - | - | - |
| 2023 | 9.5% | -0.8% | -3.9% | -1.1% | -3.6% | 9.5% | 4.4% | -2% | -4.7% | -5.7% | 9.2% | 1% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 4% | 11% | -23% | 1% | 2% | 24% | -15% | 0% | 0% | 0% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| PQCCX | 4% | 11% | -23% | 1% | 2% | 24% | -15% | - | - | - |
| Russell Midcap | - | - | -6% | 21% | 15% | 28% | -11% | 17% | 12% | -4% |
| Alpha | 4% | 11% | -18% | -20% | -13% | -5% | -5% | - | - | - |