Mutual Funds

Small Cap Value Fund Second Quarter 2017

View All

We underperformed our index as a 9% decline in oil prices drove down prices of the Fund’s energy holdings. The energy impact was almost all due to our overweighting as our stock selection was benign. We trimmed our technology holdings in the quarter as they approached our price targets. Our style was not in favor… Read More

PDF Icon Latest Quarterly

Monthly

Each month we provide a Performance Fact Sheet. Download the PDF below for more info or view them all.

PDF Icon Latest Performance Fact Sheet