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.

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