Capital Appreciation Funds

Investors depend on growth of capital to meet their lifestyle and retirement goals — not to mention leave a legacy for their family. As an experienced active manager, we have a long history of driving growth for client portfolios over the long term, with distinctive approaches to address a range of investor risk tolerances and expectations.

CLIENT GOALS

SHARE CLASS

VIEW TABLE
COMPAREFUNDMORNINGSTAR CATEGORY
As of 3/24/2017
As of 12/31/2016
30 DAY SEC YIELD
As of 12/31/2016
EXPENSE RATIO
MY FUNDS LISTFACT SHEET
YTD1 YR5 YR10 YRSINCE
INCEPTION
WITH WAIVERSWITHOUT WAIVERSGROSSNET
Featured Funds
US Fund Diversified Emerging Mkts11.89%1.33%N/AN/A-3.62%N/AN/A10.37%1.37%
US Fund Foreign Large Growth9.22%-4.34%6.67%N/A-0.77%N/AN/A1.16%1.16%
US Fund Large Growth5.36%8.52%14.07%6.94%10.02%N/AN/A0.87%0.87%
US Fund Large Blend4.71%8.00%13.70%5.57%6.57%N/AN/A0.86%0.86%
US Fund Pacific/Asia ex-Japan Stk15.05%6.42%6.14%N/A0.99%N/AN/A3.41%1.55%
US Fund Mid-Cap Blend1.34%8.05%13.55%4.29%6.74%N/AN/A0.79%0.79%
US Fund Diversified Emerging Mkts12.94%8.09%2.12%N/A-2.62%N/AN/A1.79%1.59%
US Fund Mid-Cap Growth6.24%11.90%14.73%9.28%10.55%N/AN/A0.93%0.93%
US Fund Large Growth8.73%0.47%12.72%6.13%12.06%N/AN/A0.83%0.83%
US Fund Health10.95%-12.39%19.94%12.23%10.71%N/AN/A0.94%0.94%
US Fund Global Real Estate2.94%3.37%10.18%N/A3.54%2.43%2.43%1.14%1.14%
US Fund World Stock7.47%1.90%9.14%5.64%7.79%N/AN/A0.86%0.86%
US Fund World Stock8.17%3.31%6.86%3.52%2.11%N/AN/A0.94%0.94%
US Fund Technology12.31%13.71%15.93%10.00%7.05%N/AN/A0.95%0.95%
US Fund Large Blend4.94%12.83%14.41%6.15%10.41%1.95%1.95%0.88%0.88%
US Fund Foreign Large Growth6.03%-4.66%4.75%2.16%2.66%N/AN/A0.96%0.96%
US Fund Foreign Large Blend10.62%-6.91%-1.53%-2.23%7.21%N/AN/A0.66%0.66%
US Fund Large Growth7.67%1.41%13.92%8.25%10.63%N/AN/A0.94%0.94%
US Fund Small Growth5.46%10.42%14.19%10.91%12.07%N/AN/A0.93%0.93%
US Fund Large Growth6.90%3.90%14.10%7.94%11.66%N/AN/A0.80%0.80%
US Fund Small Growth4.89%7.08%14.19%8.19%11.94%N/AN/A0.93%0.93%
US Fund World Stock5.86%3.13%7.55%4.12%6.07%N/AN/A0.87%0.87%
US Fund Foreign Large Value7.71%0.49%N/AN/A2.64%N/AN/A2.50%1.12%
US Fund Large Value3.31%12.11%11.48%N/A11.48%N/AN/A0.89%0.86%
US Fund Mid-Cap Value2.60%18.75%11.59%7.02%11.71%N/AN/A0.62%0.62%
US Fund Mid-Cap Blend2.38%19.23%12.03%N/A12.40%N/AN/A1.02%0.87%

Returns quoted are past performance and do not guarantee future results; current performance may be lower or higher. Investment returns and principal value will vary; there may be a gain or loss when shares are sold.

Click a fund name for additional important information including objectives, risks, performance history and expense detail.