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Strategies/Mid Cap
MID CAP STRATEGIES
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    Mid Cap Focus

    Invests in a focused portfolio of approximately 50 holdings of primarily mid cap companies identified through our fundamental research as demonstrating promising growth potential. Seeks long-term capital appreciation.

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    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. Seeks long-term capital appreciation.

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    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. Seeks long-term capital appreciation.

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    Weatherbie Enduring Growth

    Invests in a focused portfolio of no more than 30 holdings of primarily mid cap growth companies with an environmental, social and governance (ESG) rating of medium or better, at the time of purchase. Seeks long-term capital appreciation.


    Sub-advisor:
    Weatherbie Capital, LLC

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