hyejin kang/iStock via Getty Images The Short Duration Income Fund’s Institutional Class returned +1.16% in the first quarter compared to a +0.45% return for the Bloomberg U.S. Aggregate 1-3 Year Index. For the one-year period ended March 31, 2024, the Fund’s Institutional Class returned +5.46% compared to a +3.56% return for the index. Given the…
da-kuk The Core Plus Income Fund’s Institutional Class (MUTF:WCPBX) returned +5.84% for the fourth quarter compared to a +6.82% return for the Bloomberg U.S. Aggregate Bond Index (Agg). For the calendar year, the Fund’s Institutional Class returned +7.05% compared to +5.53% for the index. Longer-term results (3-, 5-, and 7-year) continue to outpace the index….
Igor Kutyaev The Partners III Opportunity Fund’s Institutional Class (MUTF:WPOPX) returned +5.98% in the fourth quarter, compared to +12.07% for the Russell 3000. For the calendar year, the Fund’s Institutional Class returned +17.32%, compared to +25.96% for the Russell 3000. Strong performance across risk assets during the fourth quarter put an exclamation point on an…
Dilok Klaisataporn The Large Cap Equity Fund’s Institutional Class returned +10.91% for the fourth quarter compared to +11.96% for the Russell 1000. For the calendar year, the Fund’s Institutional Class returned +29.81% compared to +26.53% for the Russell 1000. It was a strong finish to a very good year. The economy has been resilient, and…