Summary
The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.
The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.
Next, the research team invests a significant portion of the fund’s net assets in equity securities.
The team focuses on companies that are estimated to trade below their fair values, b
Link
Directors
Dec 5, 2023- James G. Polisson
- Timothy J. Penny
- Isaiah Harris, Jr.
- Olivia S. Mitchell
- David F. Larcker
- Pamela Wheelock
- Jane A. Freeman
- William R. Ebsworth
Chief Compliance Officer
- Christopher Baker
Fund Manager(s)
- Bryant VanCronkhite
- James Tringas
- Shane Zweck
Price
Company Name |
Holding |
| ALLSPRING GOVERNMENT MONEY MAR | 3.95 % |
| Vulcan Materials Co | 3.57 % |
| Republic Services Inc | 3.55 % |
| AerCap Holdings NV | 3.42 % |
| LKQ Corp | 3.26 % |
| Amdocs Ltd | 3.15 % |
| Carlisle Cos Inc | 3.08 % |
| Jacobs Solutions Inc | 2.95 % |
| MasTec Inc | 2.92 % |
| Arch Capital Group Ltd | 2.79 % |
| More |
Documents
Performance
YTD
-
3 Year
29.29%
5 Year
40.92%
Best
29.80%
2019
Worst
-13.63%
2018
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | - | 0.7% | -2.4% | 1.2% | -31.8% | 15.9% | -2.8% | 1.9% | 3.2% | - |
| Q2 | - | 2.9% | -10.3% | 16.2% | 19.4% | 4% | 2.3% | 1.6% | 4.6% | - |
| Q3 | - | - | -4.8% | -9.6% | 5.3% | 1.9% | 3% | 2.8% | 4.4% | - |
| Q4 | - | - | 5.3% | 9.7% | 19.7% | 4% | -14.2% | 3.4% | 7.3% | 2% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | - | - | - | - | - | - | - | - | - | - | - | - |
| 2023 | 6.5% | -2.8% | -2.8% | 0.6% | -3.5% | 6.1% | - | - | - | - | - | - |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 0% | 4% | -12% | 17% | 3% | 30% | -14% | 11% | 21% | 0% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| WFHHX | - | 4% | -12% | 17% | 3% | 30% | -14% | 11% | 21% | - |
| Russell Midcap | - | - | -3% | 26% | 3% | 24% | -14% | 11% | 17% | -7% |
| Alpha | - | 4% | -10% | -10% | 0% | 6% | 1% | -0% | 4% | - |