With our disciplined, value-oriented philosophy as a unifying foundation, each of our five mutual funds is carefully tailored to a distinct set of investor goals and risk tolerances.
Small Cap Fund
| Inception Date - Investor | 10/3/05 |
| Inception Date - Institutional | 11/3/09 |
Capital Fund
| Inception Date - Investor | 1/3/05 |
| Inception Date - Institutional | 4/30/10 |
Income Fund
| Inception Date - Institutional | 7/2/07 |