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Forms & Literature

Most Recent Insights


Bracing for higher rates

Fund: Floating Rate Fund
Date: Q2 2015
Download FINRA Letter

Mind the mid-cap gap

Fund: Mid Cap Growth Fund, Value Fund, Investors Fund
Date: Q2 2015
Download FINRA Letter

Distributions

Fund: Strategic Income Fund, Investment Quality Bond Fund
Date: 2015



Quarterly Portfolio Holdings - SEC Form N-Q

Fund: All Funds
Date: Q1 2015

Chasing doesn't always pay

Fund: All Equity Funds
Date: 5/2015
Download FINRA Letter

Passive is not a panacea

Fund: All Equity Funds
Date: 5/2015
Download FINRA Letter

Fund Snapshot

Fund: Investors Fund
Date: Q1 2015
Download FINRA Letter

Prospectus

Fund: Focused Growth Opportunity Fund
Date: 05/2015