Large Cap Fundamental Value

Performance (%) Average Annual Total Returns for periods greater than one year
As of 03/31/2018
Large Cap Fundamental Value COMPOSITE
QUARTER YTD 1 YEAR 3 YEAR 5 YEAR 10 YEAR SINCE
INCEPTION
07/01/1980
Gross of Fees -2.99 -2.99 11.12 9.24 13.12 9.37 13.25
Net of Fees -3.08 -3.08 10.74 8.82 12.66 8.90 12.77
Russell 1000 Value Index -2.83 -2.83 6.95 7.88 10.78 7.78 11.78
S&P 500 Index -0.76 -0.76 13.99 10.78 13.31 9.49 11.61
Large Cap Fundamental Value Composite - Gross
Large Cap Fundamental Value Composite - Net
Russell 1000 Value Index
S&P 500 Index
16%
12%
8%
4%
0%
-4%

Preliminary performance quoted represents past performance and does not guarantee future results.

Index definitions

GIPS Compliant Presentation