801 Grand Ave,
Des Moines , IA, 50309
Des Moines , IA, 50309
Summary
The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.
The investment process starts with companies in the benchmark index and the research team narrows the list to include companies with a track record of above-average earnings growth and return on capital.
Next, the team analyzes the quality and durability of earnings and also reviews technical indicators including ma More
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Directors
Jan 12, 2024- Patrick G. Halter
- Karen McMillan
- Frances P. Grieb
- Fritz S. Hirsch
- Craig Damos
- Kamal Bhatia
- Leroy T. Barnes, Jr
- Ken McCullum
- Mary M. VanDeWeghe
- Padelford L. Lattimer
- Katharin S. Dyer
- Victor L. Hymes
- Elizabeth A. Nickels
Chief Compliance Officer
- Teri R. Root
Fund Manager(s)
- Christopher Corbett
- Marc Shapiro
Price
- 52-Week High/Low
- $11.13 - $7.93
- Turnover
- 121%
- Expense Ratio
- 1.24%
Company Name |
Holding |
| Trade Desk Inc/The | 2.14 % |
| Cava Group Inc | 0.95 % |
| More | 0.95 % |
Performance
YTD
-
3 Year
5.47%
5 Year
22.26%
Best
44.69%
2020
Worst
-41.62%
2008
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | - | 9.4% | 7.3% | -12.6% | 3.5% | 7.6% | 21.7% | 2.2% | 9.3% | -4.1% |
| Q2 | - | -4.5% | 7.4% | -22.2% | 4.5% | 3.9% | 3.9% | 7% | 4% | 4.6% |
| Q3 | - | - | -9.4% | -1.9% | -16.5% | 0.7% | -3.8% | 9.3% | 6.2% | 4.3% |
| Q4 | - | - | 9.1% | 1.1% | 4.7% | 28.4% | 1.8% | -22.2% | 5.9% | -1.9% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | - | - | - | - | - | - | - | - | - | - | - | - |
| 2024 | 0.5% | 7.1% | 1.7% | -3.1% | - | - | - | - | - | - | - | - |
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 0% | 6% | 13% | -33% | -5% | 45% | 25% | -10% | 29% | 3% |
Alpha
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| PFPPX | - | 6% | 13% | -33% | -5% | 45% | 25% | -10% | 29% | 3% |
| Russell Midcap | - | 4% | 25% | -27% | 12% | 35% | 34% | -6% | 24% | 6% |
| Alpha | - | 2% | -12% | -5% | -18% | 10% | -9% | -4% | 5% | -3% |