Summary
The fund seeks capital appreciation by investing in mid-size companies in the United States.
The investment process starts with companies in the benchmark index and narrows the list to include those with a proven history of earnings growth.
Then the research with fundamental analysis and qualitative research assesses a company’s growth sustainability and critical success factors and identifies a list of companies with market leadership.
The fund favors companies with durable earnings growth, sustainable bu
Link
Directors
Mar 13, 2024- Steven R. Zenz
- Stephanie G. Braming
- Dorri C. McWhorter
- Cissie Citardi
- Vann A. Avedisian
- Daniel N. Leib
- Thomas J. Skelly
- Kathleen T. Barr
Chief Compliance Officer
- Walter R. Randall, Jr.
Fund Manager(s)
- Daniel Crowe
- James Jones
Price
Company Name |
Holding |
| Cadence Design Systems Inc | 4.25 % |
| Copart Inc | 4.16 % |
| Veeva Systems Inc | 3.72 % |
| BWX Technologies Inc | 3.6 % |
| Teledyne Technologies Inc | 3.51 % |
| Vulcan Materials Co | 3.35 % |
| Chipotle Mexican Grill Inc | 3.32 % |
| CoStar Group Inc | 3.06 % |
| Axon Enterprise Inc | 3.06 % |
| Euronet Worldwide Inc | 3.04 % |
| More |
Documents
Performance
YTD
-
3 Year
-38.5%
5 Year
-19.23%
Best
36.36%
2009
Worst
-49.22%
2022
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | - | 8.7% | -13% | -5.9% | -19.9% | 20.5% | 5.9% | 5.2% | -1.7% | 6.4% |
| Q2 | - | 7.3% | -21.9% | 10.1% | 23.3% | 4.5% | 8.1% | 4.9% | 1.1% | -1.6% |
| Q3 | - | - | -4.2% | -3.8% | 1.4% | -0.6% | 7.2% | 4.1% | 2.1% | -7.8% |
| Q4 | - | - | -22.1% | 4.2% | 18.2% | -2.3% | -17.2% | 5% | -1% | 3.2% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | - | - | - | - | - | - | - | - | - | - | - | - |
| 2023 | 10.5% | -2.2% | 0.6% | - | -0.5% | 7.8% | - | - | - | - | - | - |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 0% | 17% | -49% | 4% | 18% | 25% | -1% | 21% | 0% | 0% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| WCGIX | - | 17% | -49% | 4% | 18% | 25% | -1% | 21% | - | - |
| Russell Midcap | 4% | 25% | -27% | 12% | 35% | 34% | -6% | 24% | 6% | -1% |
| Alpha | - | -8% | -22% | -8% | -16% | -9% | 5% | -3% | - | - |