Mutual Funds

Literature

As of 8/29/24, there was a name change to the Large Cap Value Fund to Large Cap Fundamental Value Fund and the Diversified Value Fund to Large Cap Disciplined Value Fund. There were no changes to objectives, strategies, or fees.

 

Downloads

US Equity Fact Sheet Commentary Holdings Summary Prospectus
and Other Reports
Large Cap Fundamental Value
12-31-24
12-31-24
12-31-24
8-29-24
Large Cap Disciplined Value
12-31-24
12-31-24
12-31-24
8-29-24
Mid-Cap Value
12-31-24
12-31-24
12-31-24
8-29-24
Small Cap Value
12-31-24
12-31-24
12-31-24
8-29-24
Small Cap Diversified Value
12-31-24
12-31-24
12-31-24
8-29-24
Value Opportunities
12-31-24
12-31-24
12-31-24
8-29-24
International Equity Fact Sheet Commentary Holdings Summary Prospectus
and Other Reports
Global Value
12-31-24
12-31-24
12-31-24
8-29-24
International Value
12-31-24
12-31-24
12-31-24
8-29-24
International Small Cap Diversified Value
12-31-24
12-31-24
12-31-24
8-29-24
Fixed Income Fact Sheet Commentary Holdings Summary Prospectus
and Other Reports
High Yield
12-31-24
12-31-24
12-31-24
8-29-24