Funds

Fund Manager Commentary Factsheet Inception Date
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Pennsylvania Mutual 12-31-2014 10/31/1972
Value Trust 12-31-2014 11/26/1986
Premier1 12-31-2014 12/31/1991
Micro-Cap Trust 12-31-2014 12/14/1993
Total Return 12-31-2014 12/15/1993
Heritage 12-31-2014 12/27/1995
100 12-31-2014 6/30/2003
Financial Services 12-31-2014 12/31/2003
Dividend Value 12-31-2014 5/3/2004
Global Value Trust 12-31-2014 10/17/2013
Fund Manager Commentary Factsheet Inception Date
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Select I 11/18/1998
Micro-Cap Discovery 12-31-2014 10/3/2003
  • Broadly Diversified
  • Focused
  • Micro (<$750M)
  • Small ($750M-$2.5B)
  • Mid ($2.5B-$15B)
  • Large (>$15B)

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