Walter D. Scully, CPA Portfolio Manager, Analyst

Funds managed

 Fact sheet Annual Semi-annual
Equity Income Fund
overall Morningstar rating among 1108 funds in the Large Value category.
10-year Morningstar rating among 310 funds in the Large Value category.
5-year Morningstar rating among 962 funds in the Large Value category.
3-year Morningstar rating among 409 funds in the Large Value category.
Global Consumer Fund
overall Morningstar rating among 46 funds in the Consumer Cyclical category.
5-year Morningstar rating among 45 funds in the Consumer Cyclical category.
3-year Morningstar rating among 46 funds in the Consumer Cyclical category.
Research Fund
overall Morningstar rating among 477 funds in the Large Blend category.
10-year Morningstar rating among 799 funds in the Large Blend category.
5-year Morningstar rating among 1083 funds in the Large Blend category.