Watch the investment team recap this quarter.
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
10 Year Rankings in Morningstar Mid-Cap Growth Category (509 funds) as of 9/30/20
Enterprise Fund 3-Year rankings in Morningstar Mid Cap Growth Category as of 9/30/20: Alpha – 65th percentile ranked 423 of 584 funds, Sharpe Ratio – 64th percentile ranked 424 of 584 funds, Standard Deviation – 72nd percentile ranked 425 of 584 funds and Beta – 73rd percentile ranked 436 of 584 funds.
Past performance is no guarantee of future results. .