Performance & Pricing

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As of 7/31/2018Average Annual Total Returns (%)
FUND
    Ticker, Inception Date, Expense Ratio
YTD1 YR3 YR5 YR10 YRSINCE INCEPTION
DOMESTIC EQUITY
DISCOVERY
    BUFTX, 4/16/01, 1.02%
6.9814.9110.5713.2813.689.46
EMERGING OPPORTUNITIES
    BUFOX, 5/21/04, 1.50%
11.4619.2510.839.8813.818.98
GROWTH
    BUFGX, 5/19/95, 0.91%
12.2920.9911.6812.8111.1310.32
LARGE CAP
    BUFEX, 5/19/95, 0.94%
9.2717.7712.9314.9211.769.82
MID CAP
    BUFMX, 12/17/01, 1.02%
7.4212.765.488.299.458.12
SMALL CAP
    BUFSX, 4/14/98, 1.01%
15.1424.5311.809.4311.2912.00
INTERNATIONAL EQUITY
INTERNATIONAL
    BUFIX, 9/28/07, 1.05%
5.039.299.778.776.094.79
EQUITY & INCOME / HIGH YIELD
DIVIDEND FOCUS
    BUFDX, 12/3/12, 0.95%
4.8313.0410.4712.89-13.82
FLEXIBLE INCOME
    BUFBX, 8/12/94, 1.01%
3.5712.758.036.497.287.41
HIGH YIELD
    BUFHX, 5/19/95, 1.03%
0.531.903.443.986.927.03
As of 7/31/2018Average Annual Total Returns (%)
FUND
    Ticker, Inception Date, Expense Ratio
YTD1 YR3 YR5 YR10 YRSINCE INCEPTION
DOMESTIC EQUITY
DISCOVERY
    BUFTX, 4/16/01, 1.02%
6.9814.9110.5713.2813.689.46
  Morningstar U.S. Mid Growth Index10.3020.1610.7112.3310.197.87
  Russell Midcap Growth Index7.6619.0810.9212.4911.128.93
EMERGING OPPORTUNITIES
    BUFOX, 5/21/04, 1.50%
11.4619.2510.839.8813.818.98
  Morningstar U.S. Small Growth Index12.6223.2411.8712.2511.4110.07
  Russell 2000 Growth Index11.5822.9111.0812.3811.1710.17
GROWTH
    BUFGX, 5/19/95, 0.91%
12.2920.9911.6812.8111.1310.32
  Morningstar U.S. Growth Index14.1524.6613.6715.7911.82-
  Russell 1000 Growth Index10.4022.8414.8115.8312.379.45
LARGE CAP
    BUFEX, 5/19/95, 0.94%
9.2717.7712.9314.9211.769.82
  Morningstar U.S. Large Growth Index14.5625.1514.3716.8912.18-
  Russell 1000 Growth Index10.4022.8414.8115.8312.379.45
MID CAP
    BUFMX, 12/17/01, 1.02%
7.4212.765.488.299.458.12
  Morningstar U.S. Mid Growth Index10.3020.1610.7112.3310.198.74
  Russell Midcap Growth Index7.6619.0810.9212.4911.129.19
SMALL CAP
    BUFSX, 4/14/98, 1.01%
15.1424.5311.809.4311.2912.00
  Morningstar U.S. Small Growth Index12.6223.2411.8712.2511.416.47
  Russell 2000 Growth Index11.5822.9111.0812.3811.176.58
INTERNATIONAL EQUITY
INTERNATIONAL
    BUFIX, 9/28/07, 1.05%
5.039.299.778.776.094.79
  Morningstar Global Markets ex-US-1.506.236.966.333.952.26
  Russell Global ex-US Index-1.526.216.526.083.701.91
EQUITY & INCOME / HIGH YIELD
DIVIDEND FOCUS
    BUFDX, 12/3/12, 0.95%
4.8313.0410.4712.89-13.82
  Morningstar U.S. Large-Mid Cap Index6.5616.2712.0812.9510.6915.20
  S&P 500 Index6.4716.2412.5213.12-15.38
FLEXIBLE INCOME
    BUFBX, 8/12/94, 1.01%
3.5712.758.036.497.287.41
  Combined Index
      Morningstar U.S. Large Cap Index (60%)
      ICE BofAML U.S. High Yield Index (40%)
4.58
6.84
1.19
11.08
16.80
2.49
10.09
12.71
6.16
10.10
13.27
5.35
9.66
10.55
8.33
8.83
9.70
7.52
  BofA ML Combined Index
      S&P 500 Index (60%)
      ICE BofAML U.S. High Yield Index (40%)
4.36
6.47
1.19
10.74
16.24
2.49
9.98
12.52
6.16
10.01
13.12
5.35
9.73
10.67
8.33
8.97
9.94
7.52
HIGH YIELD
    BUFHX, 5/19/95, 1.03%
0.531.903.443.986.927.03
  ICE BofAML U.S. High Yield Index1.192.496.165.358.337.22

Show / Hide Benchmarks

As of 6/30/2018Average Annual Total Returns (%)
FUND
    Ticker, Inception Date, Expense Ratio
YTD1 YR3 YR5 YR10 YRSINCE INCEPTION
DOMESTIC EQUITY
DISCOVERY
    BUFTX, 4/16/01, 1.03%
5.0015.9210.3314.9613.479.39
EMERGING OPPORTUNITIES
    BUFOX, 5/21/04, 1.49%
12.4821.7411.1511.5514.149.11
GROWTH
    BUFGX, 5/19/95, 0.92%
10.3721.0411.8513.9511.0810.28
LARGE CAP
    BUFEX, 5/19/95, 0.96%
5.4115.4812.6815.1711.449.68
MID CAP
    BUFMX, 12/17/01, 1.02%
6.3213.005.589.469.438.10
SMALL CAP
    BUFSX, 4/14/98, 1.02%
16.0326.4912.9311.0611.9012.10
INTERNATIONAL EQUITY
INTERNATIONAL
    BUFIX, 9/28/07, 1.05%
2.8210.779.368.915.514.62
EQUITY & INCOME / HIGH YIELD
DIVIDEND FOCUS
    BUFDX, 12/3/12, 0.96%
1.0910.489.0912.91-13.31
FLEXIBLE INCOME
    BUFBX, 8/12/94, 1.01%
0.5812.026.936.476.647.30
HIGH YIELD
    BUFHX, 5/19/95, 1.03%
-0.032.013.324.296.907.03
As of 6/30/2018Average Annual Total Returns (%)
FUND
    Ticker, Inception Date, Expense Ratio
YTD1 YR3 YR5 YR10 YRSINCE INCEPTION
DOMESTIC EQUITY
DISCOVERY
    BUFTX, 4/16/01, 1.03%
5.0015.9210.3314.9613.479.39
  Morningstar U.S. Mid Growth Index8.5020.5410.7013.419.427.81
  Russell Midcap Growth Index5.4018.5210.7313.3710.458.84
EMERGING OPPORTUNITIES
    BUFOX, 5/21/04, 1.49%
12.4821.7411.1511.5514.149.11
  Morningstar U.S. Small Growth Index7.8923.7011.8413.6611.3510.06
  Russell 2000 Growth Index9.7021.8610.6013.6511.2410.10
GROWTH
    BUFGX, 5/19/95, 0.92%
10.3721.0411.8513.9511.0810.28
  Morningstar U.S. Growth Index12.0326.2314.2716.7011.26-
  Russell 1000 Growth Index7.2522.5114.9816.3611.839.34
LARGE CAP
    BUFEX, 5/19/95, 0.96%
5.4115.4812.6815.1711.449.68
  Morningstar U.S. Large Growth Index12.3427.2415.2117.7211.64-
  Russell 1000 Growth Index7.2522.5114.9816.3611.839.34
MID CAP
    BUFMX, 12/17/01, 1.02%
6.3213.005.589.469.438.10
  Morningstar U.S. Mid Growth Index8.5020.5410.7013.419.428.68
  Russell Midcap Growth Index5.4018.5210.7313.3710.459.10
SMALL CAP
    BUFSX, 4/14/98, 1.02%
16.0326.4912.9311.0611.9012.10
  Morningstar U.S. Small Growth Index11.5723.7011.8413.6611.356.45
  Russell 2000 Growth Index9.7021.8610.6013.6511.246.52
INTERNATIONAL EQUITY
INTERNATIONAL
    BUFIX, 9/28/07, 1.05%
2.8210.779.368.915.514.62
  Morningstar Global Markets ex-US Index-3.627.646.046.773.342.07
  Russell Global ex-US Index-3.617.725.536.563.081.73
EQUITY & INCOME / HIGH YIELD
DIVIDEND FOCUS
    BUFDX, 12/3/12, 0.96%
1.0910.489.0912.91-13.31
  Morningstar U.S. Large-Mid Cap Index2.9114.5211.5113.32-14.72
  S&P 500 Index2.6514.3711.9313.42-14.88
FLEXIBLE INCOME
    BUFBX, 8/12/94, 1.01%
0.5812.026.936.476.647.30
  Combined Index
      Morningstar U.S. Large Cap Index (60%)
      ICE BofAML U.S. High Yield Index (40%)
1.76
2.88
0.08
9.93
14.87
2.53
9.51
12.15
5.55
10.32
13.52
5.51
9.24
10.05
8.03
8.74
9.56
7.50
  BofA ML Combined Index
      S&P 500 Index (60%)
      ICE BofAML U.S. High Yield Index (40%)
1.62
2.65
0.08
9.63
14.37
2.53
9.38
11.93
5.55
10.26
13.42
5.51
9.31
10.17
8.03
8.89
9.81
7.50
HIGH YIELD
    BUFHX, 5/19/95, 1.03%
-0.032.013.324.296.907.03
  ICE BofAML U.S. High Yield Index0.082.535.555.518.037.20
FUNDTICKERINCEPTION201720162015201420132012201120102009200820072006200520042003200220012000199919981997199619951994
DISCOVERYBUFTX4/16/200125.44%5.56%5.64%10.68%36.61%19.73%-0.69%22.96%51.62%-36.87%8.15%11.96%6.91%15.69%62.68%-39.01%1.50%*
DIVIDEND FOCUSBUFDX12/3/201218.02%12.06%0.13%20.81%23.93%
EMERGING OPPORTUNITIESBUFOX5/21/200427.18%11.05%-9.41%-7.38%61.70%24.30%8.14%26.86%48.16%-48.30%-11.88%12.54%9.50%11.90%*
FLEXIBLE INCOMEBUFBX8/12/199413.21%9.90%-1.97%3.59%16.68%10.31%9.63%11.68%31.07%-29.47%9.62%16.76%5.41%14.07%25.82%-16.01%0.83%8.05%5.44%-2.78%15.09%19.33%20.30%-3.07%*
GROWTHBUFGX5/19/199522.81%4.86%2.64%8.88%35.40%11.86%-0.06%23.28%33.34%-32.69%7.76%12.44%4.59%7.13%36.11%-25.43%-10.54%8.80%37.31%7.90%19.04%36.75%11.51%*
HIGH YIELDBUFHX5/19/19955.98%6.65%1.80%1.96%9.40%10.35%3.54%12.45%44.01%-21.30%3.78%8.61%-0.88%8.38%20.25%4.01%10.58%4.42%1.97%-5.33%15.76%16.68%12.87%*
INTERNATIONALBUFIX9/28/200729.33%3.19%-0.45%-2.04%19.29%19.01%-13.82%13.73%46.45%-40.82%0.70%*
LARGE CAPBUFEX5/19/199524.86%6.90%7.15%12.76%32.76%17.23%-5.60%14.32%50.74%-40.84%8.10%10.45%1.98%7.81%29.72%-24.76%-14.87%20.53%15.41%10.68%24.22%29.25%23.35%*
MID CAPBUFMX12/17/200113.66%5.93%-0.52%5.85%29.25%13.93%-5.83%24.34%48.80%-39.43%9.97%5.68%13.83%16.60%43.66%-22.13%0.30%*
SMALL CAPBUFSX4/14/199827.07%6.22%-4.46%-6.55%44.15%19.93%-4.66%16.59%37.49%-29.84%-0.33%13.95%3.22%28.82%51.24%-25.75%31.18%33.69%34.79%-3.28%*
*Partial year. Inception to year-end.
As of August 20, 2018
FUNDTICKERNAVCNG ($) CNG (%)YTD (%)
DISCOVERYBUFTX$26.29$0.070.27%8.55%
DIVIDEND FOCUSBUFDX$17.67$0.030.17%6.70%
EMERGING OPPORTUNITIESBUFOX$17.98$0.000.00%15.11%
FLEXIBLE INCOMEBUFBX$15.86$0.010.06%3.83%
GROWTHBUFGX$33.10$0.040.12%13.63%
HIGH YIELDBUFHX$10.99$-0.03-0.27%0.91%
INTERNATIONALBUFIX$15.44$0.161.05%3.55%
LARGE CAPBUFEX$32.00$0.080.25%10.23%
MID CAPBUFMX$14.76$0.030.20%8.45%
SMALL CAPBUFSX$17.57$0.030.17%19.85%

Performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance quoted and month-end can be obtained by clicking here. Performance is annualized for periods greater than 1 year.

As of July 27, 2018, the Morningstar indices have replaced the Russell indices as the Funds’ primary benchmark. The Advisor believes that the new indices are more appropriate given the Funds’ holdings.

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Ratings & Rankings

MORNINGSTAR ANALYST RATINGSTM

OVERALL MORNINGSTAR RATINGSTM

FUND NAMETICKEROVERALL3 YR5 YR10 YRCATEGORY
DISCOVERYBUFTX     
41% of 540 funds
   
18% of 479 funds
    
4% of 343 funds
Mid-Cap Growth
DIVIDEND FOCUSBUFDX     
62% of 1173 funds
   
17% of 1051 funds
Large Blend
EMERGING OPPORTUNITIESBUFOX    
58% of 606 funds
 
81% of 532 funds
   
6% of 404 funds
Small Growth
FLEXIBLE INCOMEBUFBX    
34% of 317 funds
 
82% of 275 funds
   
40% of 200 funds
Allocation--70% to 85% Equity
GROWTHBUFGX    
62% of 1265 funds
  
68% of 1137 funds
  
44% of 821 funds
Large Growth
HIGH YIELDBUFHX   
90% of 588 funds
  
62% of 492 funds
  
48% of 327 funds
High Yield Bond
INTERNATIONALBUFIX      
12% of 344 funds
   
17% of 305 funds
   
14% of 217 funds
Foreign Large Growth
LARGE CAPBUFEX    
43% of 1265 funds
   
36% of 1137 funds
  
30% of 821 funds
Large Growth
MID CAPBUFMX 
95% of 540 funds
 
91% of 479 funds
  
65% of 343 funds
Mid-Cap Growth
SMALL CAPBUFSX    
42% of 606 funds
 
85% of 532 funds
  
40% of 404 funds
Small Growth
Rankings listed are for the period ended 7/31/18.

The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating™ for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating™ metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.

Each Morningstar category average represents a universe of funds with similar objectives.

The Morningstar percentile ranking is based on the fund’s total-return percentile rank relative to all managed products that have the same category for the same time period. The highest (or most favorable) percentile rank is 1%, and the lowest (or least favorable) percentile rank is 100%. Morningstar total return includes both income and capital gains or losses and is not adjusted for sales charges.

© 2018 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

The Morningstar Analyst Rating is not a credit or risk rating. It is a subjective evaluation performed by Morningstar’s manager research group, which consists of various Morningstar, Inc. subsidiaries (“Manager Research Group”). In the United States, that subsidiary is Morningstar Research Services LLC, which is registered with and governed by the U.S. Securities and Exchange Commission. The Manager Research Group evaluates funds based on five key pillars, which are process, performance, people, parent, and price. The Manager Research Group uses this five pillar evaluation to determine how they believe funds are likely to perform relative to a benchmark, or in the case of exchange-traded funds and index mutual funds, a relevant peer group, over the long term on a risk-adjusted basis. They consider quantitative and qualitative factors in their research, and the weight of each pillar may vary. The Analyst Rating scale is Gold, Silver, Bronze, Neutral, and Negative. A Morningstar Analyst Rating of Gold, Silver, or Bronze reflects the Manager Research Group’s conviction in a fund’s prospects for outperformance. Analyst Ratings ultimately reflect the Manager Research Group’s overall assessment, are overseen by an Analyst Rating Committee, and are continuously monitored and reevaluated at least every 14 months.

For more detailed information about Morningstar’s Analyst Rating, including its methodology, please go to global.morningstar.com/managerdisclosures/.

The Morningstar Analyst Rating (i) should not be used as the sole basis in evaluating a fund, (ii) involves unknown risks and uncertainties which may cause Analyst expectations not to occur or to differ significantly from what they expected, and (iii) should not be considered an offer or solicitation to buy or sell the fund.

Dividends & Distributions

Discovery Fund

2018 Distribution Date:
Record Date: December 17 | Payable Date: December 18

Payable DateDistribution NAVNet Investment IncomeShort-Term Capital GainLong-Term Capital GainsTotal Distribution
12/19/2017$24.34$0.54728$0.57634$1.12362
12/20/2016$20.47$0.28301$0.23560$0.51861
12/18/2015$19.30$0.25073$1.23253$1.48326
12/18/2014$19.86$0.30280$1.75262$2.05542
12/18/2013$19.44$0.52163$0.98886$1.51049
12/18/2012$15.87$0.03194643$1.19021$1.22215643
12/20/2011$14.08$0.09271$0.89769$0.99040
12/20/2010$15.25$0.31678$0.31678
12/18/2007$13.25$0.16525$0.58416$0.74941
12/19/2006$13.12$0.22628$0.22628
12/20/2005$12.39$0.04532$0.04532

Dividend Focus Fund

2018 Distribution Dates:
Record Date: September 17 | Payable Date: September 18
Record Date: December 17 | Payable Date: December 18

Payable DateDistribution NAVNet Investment IncomeShort-Term Capital GainLong-Term Capital GainsDistribution Total
6/19/18$16.99$0.05791680--$0.05791680
3/20/18$16.72$0.04369471--$0.04369471
12/19/17$16.73$0.05315489$0.15204-$0.20519489
9/19/17$15.79$0.05107348--$0.05107348
6/20/17$15.53$0.04405814--$0.04405814
3/20/17$15.37$0.04662158--$0.04662158
12/20/16$14.58$0.04502534$0.06489$0.03508$0.14499534
9/20/16$13.78$0.04538819--$0.04538819
6/20/16$13.34$0.04391608--$0.04391608
3/18/16$13.15$0.04845082--$0.04845082
12/18/15$12.88$0.04061333$0.14263$0.11942$0.30266333
9/18/15$12.94$0.03816853--$0.03816853
6/18/15$14.29$0.04120635--$0.04120635
3/18/15$13.89$0.04200730--$0.04200730
12/18/14$13.53$0.03066401$0.54808$0.10086$0.67960401
9/18/14$13.50$0.02424009--$0.02424009
6/18/14$13.05$0.03496855--$0.03496855
3/18/14$12.11$0.03702784--$0.03702784
12/18/13$11.56$0.04725764$0.38271-$0.42996764
9/18/13$11.47$0.03960545--$0.03960545
6/18/13$11.13$0.03967611--$0.03967611
3/19/13$10.36$0.01492578--$0.01492578

Emerging Opportunities Fund

2018 Distribution Date:
Record Date: December 17 | Payable Date: December 18

Payable DateDistribution NAVNet Investment IncomeShort-Term Capital GainLong-Term Capital GainsDistribution Total
12/19/2017$15.68-$1.57593$1.55028$3.12621
12/20/2016$14.89-$0.07442$1.15561$1.23003
12/18/2015$14.20--$1.22545$1.22545
12/18/2014$16.92-$0.71582$0.53807$1.25389
12/18/2013$19.26--$0.04726$0.04726
12/18/2008$4.78-$0.00909$0.47624$0.48533
12/18/2007$10.28--$1.02578$1.02578
12/19/2006$12.91--$0.69402$0.69402
12/20/2005$12.15-$0.05271$0.05271$0.05271

Flexible Income Fund

2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
1999
1998
1997
1996
1995
1994

Growth Fund

2018 Distribution Date:
Record Date: December 17 | Payable Date: December 18

Payable DateDistribution NAVNet Investment IncomeShort-Term Capital GainLong-Term Capital GainsDistribution Total
12/19/2017$29.37$0.45372538$0.04746$5.46795$5.96913538
12/20/2016$29.11$0.22095542$0.02407$1.40548$1.65050542
12/18/2015$28.33$0.19258759$0.10370$5.01257$5.30885759
12/18/2014$33.24$0.17825270$0.28103$4.21259$4.67187270
12/18/2013$34.05$0.22328061$0.67239$1.35484$2.25051061
12/18/2012$27.66$0.12419647--$0.12419647
12/20/2011$24.47$0.00389823$0.09326$0.35463$0.45178823
12/20/2010$24.95$0.05757300-$0.00636$0.05757300
12/18/2009$20.08$0.09953559--$0.09953559
12/18/2008$15.19$0.08357339-$0.06905$0.15262339
12/18/2007$23.01$0.04799693-$0.05611$0.10410693
12/19/2006$22.26$0.03565$0.13123$0.54877$0.71565
12/20/2005$20.62$0.0206--$0.0206
12/20/2004$19.41$0.0856--$0.0856
12/27/2000$19.33-$0.38$2.47$2.85
12/23/1999$20.54$0.016$0.751$0.168$0.935
12/23/1998$15.86$0.02$0.05$0.46$0.53
12/30/1997$15.22$0.0353$0.6978$0.3179$1.051

High Yield Fund

2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
1999
1998
1997
1996
1995

International Fund

2018 Distribution Date:
Record Date: December 17 | Payable Date: December 18

Payable DateDistribution NAVNet Investment IncomeShort-Term Capital GainLong-Term Capital GainsDistribution Total
12/19/2017$14.83$0.04372743-$0.00987$0.05359743
12/20/2016$11.40$0.11967161--$0.11967161
12/18/2015$11.16$0.04917041--$0.04917041
1/2/2015$11.39$0.00898943--$0.00898943
12/18/2014$11.51$0.06099474--$0.06099474
12/18/2013$11.42$0.02100800--$0.02100800
12/18/2012$9.85$0.04132905--$0.04132905
12/20/2011$8.22$0.04747890--$0.04747890
12/20/2010$9.52$0.04739330--$0.04739330
12/18/2009$8.39$0.05949379--$0.05949379

Large Cap Fund

2018 Distribution Date:
Record Date: December 17 | Payable Date: December 18

Payable DateDistribution NAVNet Investment IncomeShort-Term Capital GainLong-Term Capital GainsDistribution Total
12/19/2017$29.21$0.04073177$0.59814$0.90750$1.54637
12/20/2016$24.85$0.12945793-$0.68562$0.81508
12/18/2015$23.19$0.03755841$0.35078$1.22767$1.61601
12/18/2014$23.59$0.04829253$0.75190$2.00614$2.80633
12/18/2013$22.93$0.08402260$0.00793$3.45779$3.54974
12/18/2012$20.48$0.14733181-$1.41481$1.56214
12/20/2011$18.47$0.03749914-$0.12032$0.15782
12/20/2010$19.84$0.06162226--$0.06162
12/18/2009$17.23$0.03602111--$0.03602
12/18/2008$11.52$0.00052069--$0.00052
12/18/2007$21.57--$0.34569$0.34569

Mid Cap Fund

2018 Distribution Date:
Record Date: December 17 | Payable Date: December 18

Payable DateDistribution NAVNet Investment IncomeShort-Term Capital GainLong-Term Capital GainsDistribution Total
12/19/2017$13.63-$0.81281$2.61912$3.43193
12/20/2016$15.28-$0.07465$1.19800$1.27265
12/18/2015$15.12--$2.00198$2.00198
12/18/2014$17.38--$2.41814$2.41814
12/18/2013$18.34-$0.15802$2.92247$3.08049
12/18/2012$17.05$0.01320027-$0.79339$0.80659
12/20/2011$15.36--$0.31966$0.31966
12/18/2007$15.32-$0.10022$1.11903$1.21925
12/19/2006$15.01-$0.00239$0.29034$0.29273
12/20/2005$14.35-$0.07202$0.15250$0.22452
12/20/2004$12.56-$0.04892$0.10853$0.15745

Small Cap Fund

2018 Distribution Date:
Record Date: December 17 | Payable Date: December 18

Payable DateDistribution NAVNet Investment IncomeShort-Term Capital GainLong-Term Capital GainsDistribution Total
12/19/2017$14.67-$0.39899$4.04335$4.44234
12/20/2016$15.31-$0.69997$3.08636$3.78633
12/18/2015$17.42--$12.38628$12.38628
12/18/2014$31.56--$3.26196$3.26196
12/18/2013$36.31-$0.39542$2.80163$3.19705
12/18/2012$28.07-$0.26576$1.45619$1.72195
12/20/2011$24.98--$0.05742$0.05742
12/18/2009$22.00$0.02683352--$0.02683
12/18/2007$23.94-$0.27699$2.37972$2.65671
12/19/2006$26.77--$2.03706$2.03706
12/20/2005$25.50-$0.17140$2.93558$3.10698
12/20/2004$26.83-$0.45605$0.42046$0.87651
12/18/2003$21.81--$0.19938$0.19938
12/26/2001$19.36--$0.03050$0.03050
12/27/2000$13.99-$0.23000$1.44000$1.67000
12/23/1999$12.15-$0.21000-$0.21000
12/23/1998$9.27$0.04000000--$0.04000

Fundamental Approach

We get to know the companies we invest in and learn how they run their business.

Top-Down & Bottom-Up

We identify Top-Down broad, secular growth trends and search for companies from the Bottom-Up.

Proprietary Philosophy

We construct our portfolios based on our own proprietary investment strategy.

Disciplined Investing

Sticking to our disciplined investment strategy ensures we maintain a consistent, balanced approach.

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