Value. Delivered.

Top Rated Funds as of 9/30/2014

Category

Overall
Rating1

5-Year2

Concentrated Value
Separate Account

Large Value

★★★★ ★★★★★

Mid Cap Value
Separate Account

Mid Cap

★★★★ ★★★★★

1Versus 396 and 106 Morningstar Peers, respectively as of 9/30/2014

2Versus 370 and 100 Morningstar Peers, respectively as of 9/30/2014

The top 10% of separate accounts in a category earn 5 stars, the next 22.5% earn 4 stars.

Learn More about our recent Overall Morningstar Ratings

1st Percentile Sharpe Ratio


Concentrated Value
Separate Account

#1 out of 1,283 Morningstar
peers since inception*

Mid Cap Value
Separate Account

#1 out of 427 Morningstar
peers since inception*


*Since Inception 11/30/2008 to 9/30/2014.

Learn More About Our Sharpe Ratio Rankings

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