Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

sector performance

Equity - Large-Cap Growth

funds managed

fund total return standard deviation max drawdown
Optimum Large Cap Growth Fund;Institutional 32.5 % 5.7 -0.4 %

League Table - Rank 23/202 (1st quartile)

rank Manager Return
21 Douglas S. Foreman 21. Douglas S. Foreman 32.7%
22 Tom Marsico 22. Tom Marsico 32.6%
23 Joseph B. Fath 23. Joseph B. Fath 32.5%
24 Anthony Rizza 24. Anthony Rizza 32.5%
24 Thomas J. Bisighini 24. Thomas J. Bisighini 32.5%
View full league table

Total Return

Month by Month Performance

Quarterly (to 30/09/2017)

year Annual Q1 Q2 Q3 Q4
2017 11.0% 6.3% 5.4%
2016 0.9% -4.4% -0.4% 6.9% -0.9%
2015 8.1% 5.5% 1.1% -6.4% 8.2%
2014 11.2% -0.2% 4.7% 2.1% 4.3%

Are you Joseph B. Fath?

We are constantly updating our comprehensive database of fund managers and their career history. If you are (or represent) Joseph B. Fath and would like to update or provide biographical information for this factsheet please email manager-research@citywire.co.uk