Large Cap Growth Equity |
Seeks to provide long-term capital appreciation by investing in high-quality large-cap U.S. equities.
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Small Cap Growth Equity |
Seeks to provide long-term capital appreciation by investing in high-quality small-cap U.S. equities.
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Equity Income |
Seeks to provide a combination of income and capital appreciation by investing in high-quality U.S. equities that pay dividends.
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Click here for General Disclosures & Composite Performance Summary
Core
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Seeks to maximize risk-adjusted return investing in treasuries, government agencies, corporate bonds, & taxable municipal bonds, with a bias toward corporate & taxable municipal bonds.
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Tax-Exempt
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Seeks to maximize risk-adjusted after-tax return. We own debt that is backed by an easily understood revenue stream, with a bias against issuers with large pension obligations.
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High Yield
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Seeks to maximize risk-adjusted return focusing on smaller issuers and special situations. Our bias is for BB rated credits.
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Click here for General Disclosures & Composite Performance Summary
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Where The Boom No One Expected Gets Its Legs
The U.S. economy has been much stronger than expected in 2023. As measured by gross domestic product, the U.S. is growing even though residential housing construction, a key driver of previous U.S. expansions, has been in a slump.