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 4/28/2017
As of 3/31/2017
30 DAY SEC YIELD
As of 3/31/2017
EXPENSE RATIO
MY FUNDS LISTFACT SHEET
YTD1 YR5 YR10 YRSINCE
INCEPTION
WITH WAIVERSWITHOUT WAIVERSGROSSNET
Featured Funds
US Fund Diversified Emerging Mkts12.78%9.18%N/AN/A1.37%N/AN/A10.37%1.37%
US Fund Foreign Large Growth11.83%4.48%6.78%N/A0.14%N/AN/A1.16%1.16%
US Fund Large Growth7.55%13.77%12.97%7.33%10.32%N/AN/A0.87%0.87%
US Fund Large Blend6.69%9.37%12.94%5.83%6.91%N/AN/A0.86%0.86%
US Fund Pacific/Asia ex-Japan Stk18.13%21.71%5.80%N/A3.36%N/AN/A3.41%1.55%
US Fund Mid-Cap Blend2.32%14.91%10.92%3.88%6.80%N/AN/A0.79%0.79%
US Fund Diversified Emerging Mkts15.33%19.47%1.46%N/A-0.69%N/AN/A1.79%1.59%
US Fund Mid-Cap Growth8.94%16.67%13.26%9.54%10.75%N/AN/A0.93%0.93%
US Fund Health13.98%13.29%19.25%12.90%11.24%N/AN/A0.94%0.94%
US Fund Global Real Estate6.32%5.77%7.79%N/A3.89%2.29%2.29%1.14%1.14%
US Fund World Stock10.95%13.69%7.67%5.81%8.33%N/AN/A0.86%0.86%
US Fund World Stock11.33%17.13%5.14%4.05%2.61%N/AN/A0.94%0.94%
US Fund Technology18.55%30.27%14.75%11.00%7.70%N/AN/A0.95%0.95%
US Fund Large Blend6.33%16.96%12.45%6.62%10.53%1.91%1.91%0.88%0.88%
US Fund Foreign Large Blend14.61%14.19%-3.08%-1.51%7.62%N/AN/A0.66%0.66%
US Fund Large Growth11.15%12.99%12.59%8.41%10.90%N/AN/A0.94%0.94%
US Fund Small Growth9.70%18.59%12.97%11.15%12.43%N/AN/A0.93%0.93%
US Fund Small Growth8.75%18.72%12.71%8.39%12.07%N/AN/A0.93%0.93%
US Fund World Stock7.08%9.17%7.36%4.28%6.37%N/AN/A0.87%0.87%
US Fund Foreign Large Value9.76%8.02%N/AN/A4.39%N/AN/A2.50%1.12%
US Fund Large Value3.83%14.87%10.26%N/A11.64%N/AN/A0.89%0.86%
US Fund Mid-Cap Value3.80%19.75%10.33%7.02%11.78%N/AN/A0.62%0.62%
US Fund Mid-Cap Blend3.61%21.12%10.46%N/A12.54%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.