Performance & Distributions



Harris Associates

Managed the Fund Since Joined the Firm Began Investment Career

William C. Nygren, CFA®

Partner, Portfolio Manager and Chief Investment Officer – US Equities

Full Bio

2020 1983 1981

Kevin Grant, CFA®

Partner, Portfolio Manager and U.S. Investment Analyst

Full Bio

2020 1988 1981

M. Colin Hudson, CFA®

Partner, Portfolio Manager, Co-Head of Fixed Income and US Equity Investment Analyst

Full Bio

2020 2005 1998

Michael J. Mangan, CFA®

Partner and Portfolio Manager, Institutional Portfolios

Full Bio

2020 1997 1988

Michael A. Nicolas, CFA®

Portfolio Manager and US Investment Analyst
2020 2013 2002

Loomis, Sayles & Company

Managed the Fund Since Joined the Firm Began Investment Career

Aziz V. Hamzaogullari, CFA®

Executive Vice President, Chief Investment Officer, Growth Equity Strategies

Full Bio

2020 2010 1993


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S&P 500® Index is a widely recognized measure of U.S. stock market performance. It is an unmanaged index of 500 common stocks chosen for market size, liquidity, and industry group representation, among other factors. It also measures the performance of the large cap segment of the US equities market.

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