Walter D. Scully, CPA Portfolio Manager, Analyst

Funds managed

 Fact sheet Annual Semi-annual
Equity Income Fund
overall Morningstar rating among 1086 funds in the Large Value category.
10-year Morningstar rating among 687 funds in the Large Value category.
5-year Morningstar rating among 958 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 1204 funds in the Large Blend category.
10-year Morningstar rating among 802 funds in the Large Blend category.
5-year Morningstar rating among 1077 funds in the Large Blend category.