NOTICE: 2020 Capital Gains Available. View PDF here.
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World Energy Fund Commentary 2Q 2020

World Energy Fund Commentary

2Q 2020

The Fund’s Institutional share class returned 26.18% during the quarter, compared with 20.54% and 16.97% for the Fund’s benchmarks, the S&P 500 Index1 and the MSCI World Energy Index1, respectively.

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Active Core Fund Commentary 2Q 2020

Active Core Fund Commentary

2Q 2020
The Fund’s Institutional shares returned 11.26% in the second quarter. The Fund’s equity benchmark, the Russell 1000® Index1, returned 21.82%, while its fixed-income benchmark, the Bloomberg Barclays U.S. Aggregate Bond Index1, returned 2.90%.
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Bond Fund Commentary 2Q 2020

Bond Fund Commentary

2Q 2020
The Fund’s Institutional share class returned 2.87% in the second quarter, compared with the Bloomberg Barclays U.S. Aggregate Bond Index1, which had a 2.90% return for the quarter.
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World Energy Fund Commentary 1Q 2020

World Energy Fund Commentary

1Q 2020
The Fund’s Institutional share class returned -35.46% during the quarter, compared with -19.60% and -44.61% for the Fund’s benchmarks, the S&P 500 Index and the MSCI World Energy Index1, respectively.
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