Mid Cap Growth Fund

Please note that the Fund will be liquidated on or before June 28, 2023. The Fund will be closed to new investors effective April 26, 2023 but will remain open for investment until June 21, 2023 for existing shareholders. Please refer to the Fund's prospectus for additional information.

Investment Objective

Capital Appreciation

Morningstar Category
Mid-Cap Growth

Fund Characteristics

The Mid Cap Growth Fund seeks to invest in mid cap quality companies that are expected to have solid growth in earnings.

Investment Approach

  • Invests in quality companies that are expected to experience solid growth in earnings
  • The investment process relies on thorough, in-depth fundamental research of a company, its competitors, suppliers and/or customers
  • Invests in companies that are expected to meet some if not all of the following criteria: market leadership, a distinctive attribute that cannot easily be replicated by competitors, quality products or services, a distinctive capability in sales, service or distribution, value to customer, and conservative financial policies and accounting practices

Why Consider This Fund?

  • Seeks to provide strong long-term investment returns with limited risk
  • Applies a time-tested, fundamental research approach to assess a company’s growth sustainability and critical success factors
  • Utilizes William Blair’s Research Agenda to ensure portfolio managers and analysts continually focus on the most attractive portfolio candidates
  • Managed since its inception by one portfolio management team averaging over 20 years of experience

The Fund’s returns will vary, and you could lose money by investing in the Fund.   The Fund invests most of its assets in equity securities of mid cap domestic growth companies, where the primary risk is that the value of the equity securities it holds might decrease in response to the activities of those companies or market and economic conditions. Individual securities may not perform as expected or a strategy used by the Adviser may fail to produce its intended result. Investing in medium capitalization companies involves special risks, including higher volatility and lower liquidity. Mid-cap stocks are also more sensitive to purchase/sale transactions and changes in the issuer’s financial condition. Convertible securities are at risk of being called before intended, which may have an adverse effect on investment objectives. The Fund is not intended to be a complete investment program. The Fund is designed for long-term investors.  Diversification does not ensure against loss.