Summary
The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.
The sub-advisor’s investment process is designed to highlight companies in the benchmark index that demonstrate consistent revenues and earnings growth.
Then the research process is driven by fundamental analysis of one stock at a time. The research team focuses on companies with successful business models executed by competent management teams.
In addition, the team considers companies that
Link
Fund Manager(s)
Price
Documents
Performance
YTD
15%
3 Year
-23.58%
5 Year
14.22%
Best
35.34%
2017
Worst
-39.72%
2022
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 14.6% | 14.5% | -14% | -2.3% | -16.2% | 19.8% | 6.7% | 11.8% | -5.5% | - |
| Q2 | 0.3% | 9.8% | -24% | 10.7% | 34.7% | 5.9% | 8.8% | 5.8% | 3.4% | - |
| Q3 | - | -6.3% | -5% | -13.6% | 1.5% | -2.3% | 7.1% | 7% | 6.1% | - |
| Q4 | - | 5.3% | -2.9% | -0.8% | 18.1% | -1.3% | -17.1% | 6.7% | -4% | 6.2% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 3.4% | 9.1% | 1.6% | 0.4% | - | - | - | - | - | - | - | - |
| 2023 | 9.1% | -1.3% | 6.3% | 0.3% | 2.4% | 7% | 2.5% | -3% | -5.8% | -2.1% | 11.2% | -2.6% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 15% | 25% | -40% | -7% | 35% | 25% | 1% | 35% | -0% | 0% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| SGRHX | 15% | 25% | -40% | -7% | 35% | 25% | 1% | 35% | -0% | - |
| Russell 3000 | - | - | -29% | 25% | 37% | 34% | -3% | 28% | 6% | 4% |
| Alpha | 15% | 25% | -11% | -32% | -2% | -9% | 4% | 7% | -6% | - |