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 | 10/3/2005 |
Inception Date - Institutional | 11/3/2009 |
Capital Fund
Inception Date - Investor | 1/3/2005 |
Inception Date - Institutional | 4/30/2010 |
Income Fund
Inception Date - Investor | 7/2/2007 |