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sector performance

Multi-Cap Core Funds
Rank Fund Name Currency Risk
170 Muhlenkamp Fund USD 8.8
171 FAM Value Fund;Investor USD 8.9
172 Toreador Select Fund;Investor USD 8.9
173 American Growth Fund Series One;D USD 8.9
174 Wells Fargo Large Cap Core Fund;Inst USD 9.0
Rank Fund Name Currency Loss
172 CRM All Cap Value Fund;Institutional USD -4.7%
173 Toreador Select Fund;Investor USD -4.7%
174 Davis Opportunity Fund;A USD -4.7%
175 Thornburg Value Fund;A USD -4.7%
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 2.4% 8.0% 7.5%

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 date01/02/2017
  • Share Class size03Mn
  • Base currencyUSD
  • ISINUS98148J1960

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100