Summary
The fund seeks capital appreciation in the long term by investing in mid-and large-size companies in the United States.
The advisor’s investment process is designed to highlight companies exhibiting above-average earnings growth potential.
Next, the research team narrows the investable universe to a list of companies estimated to achieve above-average operating profit margins or return on equity or which are growing their annual earnings or sales.
Link
Fund Manager(s)
Price
Performance
YTD
7%
3 Year
-13.86%
5 Year
23.88%
Best
42.25%
1999
Worst
-34.96%
2008
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 9.5% | 4.1% | -9.1% | -2.6% | -19.2% | 13.9% | 1.1% | 7.2% | -3.8% | 1.6% |
| Q2 | -3.3% | 7.2% | -15.7% | 17.7% | 25.5% | 2% | 4.9% | 4.2% | -0.8% | 0.1% |
| Q3 | - | -2.9% | -4.2% | -7.3% | 3.7% | -1.6% | 6% | 5.1% | 2.9% | -9.6% |
| Q4 | - | 4.4% | -5% | 10.2% | 11.5% | 1.7% | -15.6% | 5.4% | 2.3% | 6.7% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.9% | 4.9% | 2.5% | -3.6% | - | - | - | - | - | - | - | - |
| 2023 | 5.3% | -3.2% | 2.2% | 1.4% | 0.7% | 5% | 3.9% | -1.7% | -4.9% | -2.1% | 9.1% | -2.3% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 7% | 13% | -30% | 17% | 17% | 19% | -6% | 24% | 1% | -2% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| WMKGX | 7% | 13% | -30% | 17% | 17% | 19% | -6% | 24% | 1% | -2% |
| Russell 1000 | -8% | 36% | -27% | 27% | 37% | 35% | -3% | 28% | 5% | 4% |
| Alpha | 15% | -23% | -3% | -10% | -20% | -16% | -4% | -4% | -5% | -6% |