PERFORMANCE & LITERATURE

Competitive Performance With Lower Risk

QUARTERLY PERFORMANCE

 

  Q4 2016 Q3 2016 Q2 2016 Q1 2016  
Fundamental Equity Strategies          
Large Cap Value PDF PDF PDF PDF  
Small Cap PDF PDF PDF PDF  
           
Disciplined Equity Strategies          
AllCap PDF PDF PDF PDF  
LargeCap PDF PDF PDF PDF  
SMidCap PDF PDF PDF PDF  
TaxManaged AllCap PDF     PDF  
TaxManaged LargeCap PDF        
           
Fixed Income Strategies          
Core Fixed Income PDF PDF PDF PDF  
Intermediate Fixed Income PDF PDF PDF PDF  
Short-Term Fixed Income PDF PDF PDF PDF  
           
Tax-Exempt Fixed Income Strategies          
Limited Duration PDF PDF PDF PDF  
Municipal Strategy PDF PDF PDF PDF  
S.M.A.R.T. XO Municipal Strategy PDF PDF PDF PDF  
           
Socially Responsible Strategies          
SR LargeCap PDF PDF PDF PDF  
SR SMidCap PDF PDF PDF PDF  
SR LargeCap - Catholic PDF PDF PDF PDF  
SR LargeCap - Clean Energy PDF PDF PDF PDF  

 

 

Slogan: 
Competitive Performance With Lower Risk