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  • Quality Value Retail Commentary

  • 9/30/2018 | Client | pdf
  • Current quarterly commentary from our sub-adviser, Wellington Management, which includes a performance review, attribution, statistics, and positioning and outlook for the Fund.

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  • Environmental Opportunities Retail Commentary

  • 9/30/2018 | Client | pdf
  • Current quarterly commentary from our sub-adviser, Wellington Management, which includes a performance review, attribution, statistics, and positioning and outlook for the Fund.

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  • Global Impact Commentary

  • 9/30/2018 | pdf
  • Current quarterly commentary from our sub-adviser, Wellington Management, which includes a performance review, attribution, statistics, and positioning and outlook for the Fund.

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  • Healthcare Fund Retail Commentary

  • 9/30/2018 | Client | pdf
  • Current quarterly commentary from our sub-adviser, Wellington Management, which includes a performance review, attribution, statistics, and positioning and outlook for the Fund.

  • View FINRA Letter

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  • Core Equity Fund Retail Commentary

  • 9/30/2018 | Client | pdf
  • Current quarterly commentary from our sub-adviser, Wellington Management, which includes a performance review, attribution, statistics, and positioning and outlook for the Fund.

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  • MidCap Fund Retail Commentary

  • 9/30/2018 | Client | pdf
  • Current quarterly commentary from our sub-adviser, Wellington Management, which includes a performance review, attribution, statistics, and positioning and outlook for the Fund.

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  • World Bond Fund Retail Commentary

  • 9/30/2018 | Client | pdf
  • Current quarterly commentary from our sub-adviser, Wellington Management, which includes a performance review, attribution, statistics, and positioning and outlook for the Fund.

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  • Municipal Income Commentary

  • 9/30/2018 | pdf
  • Current quarterly commentary from our sub-adviser, Wellington Management, which includes a performance review, attribution, statistics, and positioning and outlook for the Fund.

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  • MidCap Value Retail Commentary

  • 9/30/2018 | Client | pdf
  • Current quarterly commentary from our sub-adviser, Wellington Management, which includes a performance review, attribution, statistics, and positioning and outlook for the Fund.

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