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sector performance

Multi-Cap Value Funds
Rank Fund Name Currency Loss
93 Oakmark Select Fund;Investor USD -6.0%
94 Monteagle Select Value Fund;Inst USD -6.2%
95 Archer Dividend Growth Fund USD -6.2%
96 ClearBridge All Cap Value Fund;A USD -6.3%
97 Artisan Value Fund;Investor USD -6.8%
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 9.8% 2.3% -0.7% 3.0% 5.0%
2016 4.4%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date01/09/2016
  • Share Class size15Mn
  • Base currencyUSD
  • ISINUS0394913034

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment100