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Value Broad Market Funds

Category as of 9/30/17

% Ranking Based on Total Return

Since Inception Top   16%
5 Year Top   50%
3 Year Top   63%
1 Year Top   86%

For the since inception, 5-year, 3-year and 1-year, periods ended September 30, 2017 the Fund’s Institutional Class of shares performance, including performance for those periods prior to its reorganization into the Fund, placed it 51 (16th percentile) out of 326 Value Broad Market Funds, 211 (50th percentile) out of 419 Value Broad Market Funds, 301 (63rd percentile) out of 488 Value Broad Market Funds and 487 (86th percentile) out of 553 Value Broad Market Funds, respectively. Past performance does not guarantee future results. 

† Margin of Safety: Benjamin Graham, considered to be the father of value investing philosophy, wrote "the 'margin of safety' resides in the discount at which the stock is selling below its minimum intrinsic value, as measured by the analyst." Graham, B. and Dodd, D. (1951) Security Analysis. New York, NY: McGraw-Hill.

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