Mutual Funds

Small Cap Value Fund First Quarter 2017

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The S&P 500 continued to rise and is now up 11% since the election. Meanwhile, the bond market stabilized in the quarter following a rough fourth quarter. After the strong tailwinds we received in the second half of 2016, a more nuanced environment in the quarter was not unexpected. Oil prices dropped 6 percent in… Read More

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

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