Funds

Fund With Portfolio Managers Commentary Inception Date
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Value Plus Whitney George, Carl Brown 12-31-2013 6/14/2001
Fund With Portfolio Managers Commentary Inception Date
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Low-Priced Stock Whitney George, Jim Stoeffel 12-31-2013 12/15/1993
  • Broadly Diversified
  • Focused
  • Micro (<$750M)
  • Small ($750M-$2.5B)
  • Mid ($2.5B-$15B)
  • Large (>$15B)

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