Institutional Class for the Fund returned -2.56% vs. -3.06% for Bloomberg U.S. Aggregate Bond Index for the quarter, and 0.92% since inception vs. -1.56% for benchmark over the same period.

The Fund returned -0.20% versus -1.24% for the Lipper Balanced Fund Index for the quarter, and 9.56% since inception versus 6.97% for the index over the same period. Read more here.

Fund returned -10.92% vs. -7.86% for the MSCI World ex USA Small Cap Index (net) for the quarter. Since its inception in November 1995, the Fund has returned an average of 8.26% per year.

AppLovin's growth is fueled by AI algorithms and e-commerce. We warn of risks from high valuation and competition. Read to ...

Read here for the latest updates on popular restaurant chains like Denny's and Keke's, as well as the performance of virtual ...

We recommend holding Orla Mining stock for long-term growth potential, advising investors to buy on price dips and leverage ...

Blackstone Mortgage's office-dominated loan book is poorly positioned for the current high interest rate environment. Read ...

AMD's Data Center segment expected to drive robust revenue growth, offering strong buying opportunity despite geopolitical ...

Impinj is poised for growth in 2025 despite potential overvaluation risks. Its valuation appears high with a forward P/E ...

Occidental Petroleum is poised for long-term growth and potential outperformance in 2025 due to stricter oil sanctions. Read more on OXY stock here.

Oxford Lane Capital offers a high dividend yield of 21.2%, supported by earnings. Click here to read more about OXLC stock ...

Read here for an analysis of Micron stock decline, near-term weakness but long-term potential adn undervaluation. See why we ...