Downside Protection

Our performance expectations are two-fold; 1) protecting principal during market declines and 2) capturing the majority of broad market advances.

Performance shown is for our Tax-Exempt Equity Composite (Gross of Fees) as of 12/31/2011.

Performance numbers shown reflect the average quarterly returns earned during quarters when the Russell 1000 Value Index was negative. Performance includes all negative quarters from 10/1/2000 to12/31/2011.

 

Preservation in Downside Markets

Inception is 10/01/2000.

See our performance page for performance disclosures.

Click here to view our performance during market advances.

To download our latest Fact Sheet, click here.

To view our latest Fact Sheet, click here.