When it comes to reaching your goals, being active and involved makes a difference. We share that same active philosophy when it comes to managing our funds. With over 80 years of experience, we have weathered both good and bad markets and have managed our funds through them all.
Investors have long relied on equities to drive long-term growth. Our active approach breaks through the day-to-day market noise to uncover unique investment opportunities with the potential to drive growth and combat inflation. Equity funds can be a solid foundation for your portfolio or a complement to your existing holdings.
See how our approach has helped our investors achieve excess returns over a 20 year period.
Morningstar RatingsTM are based on risk-adjusted returns. Click on "Overall Morningstar Rating" for the fund's 3-, 5-, and 10-year (if applicable) Morningstar RatingsTM.
All funds are subject to market risk, including possible loss of principal. The value approach carries the risk that the market will not recognize a security’s true worth for a long time, or that a stock judged to be undervalued may be appropriately priced.
Since our founding in 1937, our active investment approach has always been the same:
- Application of rigorous research and analysis to help make the best investment decisions
- Collaboration among experienced investment teams to uncover opportunities for you
- Navigation of down markets to help you manage risk
*Morningstar gives its best ratings of 5 or 4 stars to the top 32.5% of all funds (of the 32.5%, 10% get 5 stars and 22.5% get 4 stars) based on their risk-adjusted returns. The Overall Morningstar Rating™ is derived from a weighted average of the performance figures associated with a fund's 3-, 5-, and 10-year (if applicable) Morningstar Rating™ metrics. As of 9/30/17, 72 of 118 of our rated funds (Investor Class only) received an overall rating of 5 or 4 stars.
The Morningstar RatingTM for funds, or "star rating," is calculated for funds with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star.
Source for Morningstar data: ©2017 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.