• Mid Cap Focus

    Primarily invests in a focused portfolio of approximately 50 holdings of mid cap companies identified through our fundamental research as demonstrating promising growth potential.

  • Vehicles

    Mid Cap 40

    Primarily invests in a focused portfolio of approximately 40 holdings of mid cap companies identified through our fundamental research as demonstrating promising growth potential.

  • Mid Cap Growth

    Primarily invests in growth equity securities of U.S. mid cap companies identified through our fundamental research as demonstrating promising growth potential.

  • Vehicles

    Weatherbie Enduring Growth

    Primarily invests in a focused portfolio of approximately 25 holdings of small and mid cap companies identified through our fundamental research as demonstrating promising growth potential.


    Sub-advisor:
    Weatherbie Capital, LLC