Summary
The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.
The fund prefers a multi-manager investing approach with the aim of reducing volatility and downside risk and the fund is currently managed by four sub- advisors.
The sub-advisors are Loomis, Sayles & Company, L.P., Los Angeles Capital Management and Equity Research, Inc., Fred Alger Management, LLC, and Voya Investment Management Co LLC.
The sub-advisors’ investment process is designed to hi
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Directors
Mar 15, 2024- Edward Gubman
- George J. Zock
- Jason Schwarz
- Roger A. Formisano
- Elizabeth Ann Levy-Navarro
- Matthew E. Forstenhausler
Chief Compliance Officer
- Benkai Bouey
- Sandy Choi
Fund Manager(s)
- Daniel Allen
- Ankur Crawford
- Nathan Palmer
- Josh Emanuel
- Sean Banai
- Suehyun Kim
- Brian Timberlake
- Anthony Wicklund
- Daniel Arche
- Vinay Thapar
Price
Company Name |
Holding |
| Amazon.com Inc | 6.34 % |
| Apple Inc | 5.3 % |
| Alphabet Inc | 3.37 % |
| Costco Wholesale Corp | 1.17 % |
| Alphabet Inc | 1.03 % |
| Adobe Inc | 0.9 % |
| Copart Inc | 0.62 % |
| Constellation Energy Corp | 0.33 % |
| Crowdstrike Holdings Inc | 0.31 % |
| American Express Co | 0.27 % |
| More |
Documents
Performance
YTD
12.6%
3 Year
-10.8%
5 Year
23.78%
Best
40.64%
1998
Worst
-41.71%
2008
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 14.1% | 13% | -11.6% | 2.2% | -12% | 16.1% | 2.5% | 8.3% | -0.2% | 3.3% |
| Q2 | -3% | 12.7% | -20.8% | 32.7% | 27.6% | 3% | 7.9% | 6% | 1.6% | 1.1% |
| Q3 | - | -3.7% | -4.1% | -16.8% | -5.7% | -3.5% | 7% | 4.9% | 5.7% | -5.7% |
| Q4 | - | 13% | -12.3% | 9.1% | -7.7% | 0.3% | -15.4% | 5.7% | -3.3% | 8.2% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 3.8% | 7.6% | 2.1% | -3% | - | - | - | - | - | - | - | - |
| 2023 | 8.2% | -1.7% | 6.3% | 1.3% | 4.3% | 6.7% | 3.2% | -1% | -5.8% | -1.3% | 11.1% | 4% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 13% | 40% | -41% | 3% | 17% | 18% | -2% | 27% | 4% | 7% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| WLCGX | 13% | 40% | -41% | 3% | 17% | 18% | -2% | 27% | 4% | 7% |
| Russell 1000 | -8% | 36% | -27% | 27% | 37% | 35% | -3% | 28% | 5% | 4% |
| Alpha | 20% | 4% | -14% | -24% | -20% | -17% | 1% | -1% | -2% | 3% |