Mutual Funds - Latest Summary ( 2 Funds, 5 Classes )


AAM-Bahl & Gaynor Income Growth Fund

NA > NA

AFNAX rank - 302 of 359

The investment committee is looking to generate steady but growing income through investment in high quality companies. 

The concentrated portfolio of between 35 and 50 companies is made up of U.S. corporations with a track record and commitment to organic dividend growth, strong business franchise and healthy balance sheet.  

The 4-step investment process sta

YTD
0%
2024
8.59%

AAM-Phocas Real Estate Fund

NA > NA

APRAX rank - 148 of 175

The fund invests in comapnies that manage, operate or build real estate with the aim of generating steady returns in a variety of economic and market condtions. 

The fund also seeks to benefit from the tax free income passed thorugh Real Estate Investment Trust to shareholders and the bottom up selection process drives the investment process. Real estate holdi

YTD
-100%
2024
-5.06%
1