ABOUT THIS FUND
By taking a moderate approach to an asset class with potential for rapid growth, this mid-cap growth fund has demonstrated lower volatility than the index. Unlike many competitor products that focus on short-term growth rates, this strategy seeks to invest in companies exhibiting sustainable and durable growth.
WHY INVEST IN THIS FUND
Smart Growth Approach
The Fund’s investment approach focuses on long-duration, sustainable-growth companies with strong competitive advantages and large addressable markets. We seek to avoid companies with rapid but unsustainable, short-term growth profiles.
Deep, Specialized Team
The Fund benefits from experienced Portfolio Managers with expertise in mid-cap investing; in-depth fundamental research conducted by a dedicated team of experts exclusively focused on small-mid-cap companies; and the broader support of an insightful team of equity investment professionals.
Growth Potential with Tempered Volatility
The portfolio offers exposure to medium-size companies with resilient business models and is designed to weather a variety of market environments and take on moderately less risk than the index.
Strong Risk-Adjusted Performance vs. Peers
3 Year Rankings in Morningstar Mid-Cap Growth Category (581 funds) as of 9/30/19
Past performance is no guarantee of future results.
Enterprise Fund Recap and Outlook
Portfolio Managers Brian Demain and Cody Wheaton provide perspective on current market dynamics, their outlook and portfolio performance.
- Market Environment: In a market characterized by two distinct periods, Brian and Cody began to observe a change in the outperformance of growth versus value.
- Performance Update: The Managers provide a recap on some of technology growth drivers within the portfolio and share their positioning around recent volatility, particularly within the health care sector.
- Outlook: Brian and Cody remain disciplined around valuations given continued uncertainty around trade, interest rates and a delicate political landscape.