Large Cap Value Fund
A multidimensional approach to value investing
Investing for consistency
The fund offers a solid track record when value is in favor, when value is out of favor, and in both up and down markets. The managers aim to capture the market’s upside potential while also dampening the impact of market declines for investors.
“We believe investors want performance that is consistently good rather than occasionally great.”
Lauren B. DeMore, CFA, and Darren A. Jaroch, CFA,
Outperformance of benchmark index
The fund outperformed its benchmark Russell 1000 Value Index in 7 of the past 10 years, including the past 6 years in a row.
The fund outperformed the Russell 1000 Value Index for the past six years
5-year annual returns in rolling quarter-end periods
The fund has consistently ranked in the top Morningstar quartile
Analysis of the fund’s performance versus its Morningstar peers also shows consistency.
Morningstar percentile rankings for rolling 5-year periods
Past performance is no guarantee of future results. All investments involve risk, including the loss of principal. You can lose money by investing.