Actively Managed
Focused portfolios with one common goal in mind: Helping our investors achieve their goals.
Commitment to Quality
Our analysts search for quality growth in all industries and markets.
Long-Term Investing Focus
Low turnover portfolios save money and time
Stay informed!
Our team is dedicated to transparency about our performance and to helping investors understand what happens in the markets. Get our latest news, insights, and market commentary.
Commitment to Quality
Our analysts search for quality growth in all industries and markets.
Long-Term Investing Focus
Low turnover portfolios save money and time
Stay informed!
Our team is dedicated to transparency about our performance and to helping investors understand what happens in the markets. Get our latest news, insights, and market commentary.
Actively Managed
Focused portfolios with one common goal in mind: Helping our investors achieve their goals.
Stay informed!
Our team is dedicated to transparency about our performance and to helping investors understand what happens in the markets. Get our latest news, insights, and market commentary.
Commitment to Quality
Our analysts search for quality growth in all industries and markets.
Long-Term Investing Focus
Low turnover portfolios save money and time
Actively Managed
Focused portfolios with one common goal in mind: Helping our investors achieve their goals.
Everything you need to get started
- Your Social Security number.
- Your bank information if you prefer automatic investing (a check or deposit slip has everything you need).
- A residential address that is not a P.O. Box.
- A recent broker statement (if you are rolling over an IRA).
- Social Security numbers and addresses for your beneficiaries (for IRAs only).
Invest Through Your Online Broker
Our funds are available through most online brokers. Simply click the button below to find yours!
Investor Resources
Important information about each of our investment options
Important Documents
These include prospectuses, annual reports, holdings information, and account applications
Fund Fact Sheets
Comprehensive information about each of our funds in a downloadable format
Taxes and Distributions
Everything you need to answer questions about fund distributions, capital gains, and related taxes
