| QTD | ||
| Fundamental Equity Strategies | ||
| Large Cap Value (Institutional Only) |  |
|
| Large Cap Value (Individual) | |
|
| Small Cap | |
|
| Disciplined Equity Strategies | ||
| AllCap | |
|
| LargeCap | |
|
| SMidCap | |
|
| TaxManaged AllCap | ||
| TaxManaged LargeCap | ||
| Fixed Income Strategies | ||
| Core Fixed Income | |
|
| Intermediate Fixed Income | |
|
| Short-Term Fixed Income | |
|
| Tax-Exempt Fixed Income Strategies | ||
| Limited Duration | |
|
| Municipal Strategy | |
|
| S.M.A.R.T. XO Municipal Strategy | |
|
| ESG and Responsible Investing | ||
| LargeCap ESG | |
|
| SMidCap ESG | |
|
| LargeCap Catholic Values | |
|
| LargeCap Climate Opportunities | |
ADDITIONAL DOWNLOADSManager Commentary Point of View |
We strive to be a collaborative partner in helping our clients attain their investment goals through proven actively managed strategies, implemented by experienced skilled professionals and communicated with a focus on exceptional client service.