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
Fund Manager(s)
- Bryant VanCronkhite
- James Tringas
- Shane Zweck
Price
Documents
Performance
YTD
4.2%
3 Year
-3.69%
5 Year
24.23%
Best
38.78%
2013
Worst
-29.97%
2008
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 9.1% | 0.7% | -2.4% | 1.1% | -31.8% | 15.9% | -2.8% | 2% | 3.3% | 3.7% |
| Q2 | -3.8% | 5.3% | -10.3% | 16.5% | 19.5% | 4.1% | 2.4% | 1.7% | 4.7% | -0.8% |
| Q3 | - | -5.7% | -4.7% | -9.7% | 5.1% | 2% | 3.1% | 2.9% | 4.5% | -7.6% |
| Q4 | - | 5.2% | 5.1% | 9.8% | 19.8% | 3.8% | -13.7% | 3.5% | 7.4% | 2.1% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.4% | 4.8% | 5.6% | -4.4% | - | - | - | - | - | - | - | - |
| 2023 | 6.5% | -2.8% | -2.7% | 0.6% | -3.5% | 8.4% | 2.2% | -3.2% | -4.6% | -3.7% | 6.6% | 0.9% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 4% | 4% | -12% | 17% | 3% | 0% | -13% | 11% | 21% | -3% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| WFMDX | 4% | 4% | -12% | 17% | 3% | - | -13% | 11% | 21% | -3% |
| Russell Midcap | - | - | -3% | 26% | 3% | 24% | -14% | 11% | 17% | -7% |
| Alpha | 4% | 4% | -10% | -9% | 0% | - | 1% | 0% | 4% | 4% |