Our approach is time-tested.
For more than three decades, investors like you have been relying on us for our consistent, long-term approach to managing mutual funds.
Equity Opportunity Fund
Lead Portfolio Manager Brent Olson believes there is a positive correlation between a company that optimizes its balance sheet and equity performance.
Discover how Brent uses proprietary LISA and ROBI models to uncover investment opportunities.
Read manager Q&A
Insights & News
Listen to our portfolio managers offer their distinct perspectives on market trends, economic events and other related topics.
Consider rethinking traditional fixed income investing. Read our Essential Ingredients white paper to discover five ways to adopt an unconstrained mindset.
Read more Analysis and Insights
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View holdings. Holdings mentioned may change at any time and may not represent current or future investments.
Risk considerations: Stock fund values fluctuate and investors
may lose principal value. Small-cap and mid-cap stocks are more
susceptible to market volatility due to risks such as lack of
management experience, product diversification, financial resources,
competitive strength and liquidity. Real Estate Investment Trusts
(REITS) may be affected by economic conditions including credit risk,
interest rate risk and other factors that affect property values, rents
or occupancies of real estate.
Certain funds invest in highly leveraged companies, which tend to be
more sensitive to issuer, political, market and economic developments,
especially during economic downturns or periods of rising interest
rates. Groups of stocks, such as value and growth, go in and out of
favor, which may cause certain funds to underperform other equity funds.
Foreign investments present additional risk due to currency
fluctuations, economic and political factors, government regulations,
differences in accounting standards, and other factors. Investments in
emerging markets involve even greater risks. Focusing on particular
countries, regions, industries, sectors or types of investments may
cause greater risk of adverse developments in certain funds.
The return of principal in a fixed income fund is not guaranteed. Fixed
income funds have the same issuer, interest rate, inflation and credit
risks that are associated with underlying fixed income securities owned
by the fund. Mortgage- and Asset-Backed Securities are subject to
prepayment risk and the risk of default on the underlying mortgages or
other assets. High yield securities involve greater risk than investment
grade securities and tend to be more sensitive to economic conditions
and credit risk. An unconstrained investment approach can create
considerable exposure to certain types of securities, such as
derivatives, that present significant volatility, particularly over
short periods of time.
Derivatives, such as options, futures contracts, currency forwards or
swap agreements, may involve greater risks than if the Fund invested in
the referenced obligation directly. Derivatives are subject to risks,
such as market risk, liquidity risk, interest rate risk, credit risk
and management risk. Derivative investments could lose more than the
principal amount invested. Certain funds may use derivative for hedging
purposes or as part of the fund's investment strategy.
The use of leverage, derivatives and short sales could accelerate losses
to the Fund. These losses could exceed the original amount invested.
Certain funds may, at times, experience higher-than-average portfolio
turnover, which may generate significant taxable gains and increased
trading expenses, which, in turn, may lower the fund’s return.