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
4.3%
3 Year
-3.55%
5 Year
23.84%
Best
30.03%
2019
Worst
-13.04%
2018
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 9.2% | 0.8% | -2.3% | 1% | -31.7% | 16.1% | -2.7% | 2% | 3.4% | 3.8% |
| Q2 | -4.5% | 5.4% | -10.2% | 16.9% | 19.6% | 4.2% | 2.5% | 1.8% | 4.8% | -0.8% |
| Q3 | - | -5.6% | -4.6% | -9.9% | 4.8% | 2.1% | 3.1% | 2.9% | 4.6% | -7.6% |
| Q4 | - | 5% | 4.8% | 9.9% | 19.9% | 3.6% | -14% | 3.6% | 7.4% | 2.2% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.4% | 4.8% | 5.6% | -6% | - | - | - | - | - | - | - | - |
| 2023 | 6.6% | -2.8% | -2.7% | 0.6% | -3.5% | 8.5% | 2.2% | -3.2% | -4.6% | -3.7% | 6.6% | 0.6% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 4% | 4% | -12% | 17% | 3% | 30% | -13% | 11% | 0% | -3% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| WFPRX | 4% | 4% | -12% | 17% | 3% | 30% | -13% | 11% | - | -3% |
| Russell Midcap | - | - | -3% | 26% | 3% | 24% | -14% | 11% | 17% | -7% |
| Alpha | 4% | 4% | -9% | -9% | 0% | 6% | 1% | 0% | - | 4% |