PERFORMANCE & LITERATURE

Competitive Performance With Lower Risk

QUARTERLY PERFORMANCE

 

  Q1 2017  
Fundamental Equity Strategies    
Large Cap Value PDF  
Small Cap PDF  
     
Disciplined Equity Strategies    
AllCap PDF  
LargeCap PDF  
SMidCap PDF  
TaxManaged AllCap PDF  
TaxManaged LargeCap PDF  
     
Fixed Income Strategies    
Core Fixed Income PDF  
Intermediate Fixed Income PDF  
Short-Term Fixed Income PDF  
     
Tax-Exempt Fixed Income Strategies    
Limited Duration PDF  
Municipal Strategy PDF  
S.M.A.R.T. XO Municipal Strategy PDF  
     
ESG and Socially Responsible Strategies    
LargeCap ESG PDF  
SMidCap ESG PDF  
LargeCap Catholic Values PDF  
LargeCap Clean Energy PDF  

 

 

   ADDITIONAL DOWNLOADS

Manager Commentary
Large Cap Value
Small Cap
Disciplined Equity 
Fixed Income

Point of View
Q1 2017

 

Slogan: 
Competitive Performance With Lower Risk