The Conservative Allocation Fund's Institutional Class returned +1.34% for the fourth quarter compared to +2.05% for the Morningstar Moderately Conservative Target Risk Index. Our steady, all-weather ...

The fund has returned 12.96 percent over the past year, 9.77 percent over the past three years, 3.84 percent over the past five years, and 5.67 percent over the past decade.