Funds

Fund Manager Commentary Factsheet Inception Date
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Premier1 06-30-2014 12/31/1991
Low-Priced Stock 06-30-2014 12/15/1993
Global Value 06-30-2014 12/29/2006
Focus Trust 06-30-2014 11/1/1996
SMid-Cap Value 06-30-2014 9/28/2007
Fund Manager Commentary Factsheet Inception Date
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Micro-Cap 06-30-2014 12/31/1991
Value Plus 06-30-2014 6/14/2001
Value 06-30-2014 6/14/2001
Capital Micro-Cap 06-30-2014 12/27/1996
  • Broadly Diversified
  • Focused
  • Micro (<$750M)
  • Small ($750M-$2.5B)
  • Mid ($2.5B-$15B)
  • Large (>$15B)

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