Summary
The fund seeks to appreciate capita through investing in mid-size companies in the U.S.
The fund is sub-advised by Kayne Anderson Rudnick Investment Management, LLC with a focus on investing in mid-size companies.
The investment process starts with companies in the market capitalization between $9 billion and $20 billion and then the analyst team screens a list of market leaders based on several financial metrics including revenues and earnings growth, return on capital and free cash flow rates.
Then the team lo
Link
Fund Manager(s)
- Douglas Foreman
- Chris Armbruster
Price
Documents
Performance
YTD
1.6%
3 Year
-23.96%
5 Year
45.62%
Best
61.76%
2020
Worst
-45.44%
2008
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 8.1% | 5.8% | -15.2% | -6.7% | -9.6% | 23.6% | 11.9% | 11.4% | -0.3% | 4.9% |
| Q2 | -1.7% | 9.3% | -26% | 9.6% | 37.6% | 7.9% | 11.1% | 7% | 1% | 1.3% |
| Q3 | - | -4.4% | 1.5% | 0.2% | 11% | -6.3% | 5.3% | 5.7% | 5.4% | -11.8% |
| Q4 | - | 10.1% | 3.6% | -3.9% | 17.1% | 11.2% | -15.7% | 5.2% | -4.6% | 8.8% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -2.2% | 9.4% | 1.1% | -2% | - | - | - | - | - | - | - | - |
| 2023 | 10.1% | -4.1% | 0.3% | -0.6% | 1.3% | 8.6% | 3.4% | -1.3% | -6.3% | -7.3% | 9.9% | 7.4% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2% | 21% | -34% | -2% | 62% | 42% | 7% | 33% | 1% | 2% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| PSKCX | 2% | 21% | -34% | -2% | 62% | 42% | 7% | 33% | 1% | 2% |
| Russell Midcap | 4% | 25% | -27% | 12% | 35% | 34% | -6% | 24% | 6% | -1% |
| Alpha | -3% | -4% | -7% | -14% | 27% | 8% | 12% | 9% | -5% | 3% |