Mid-Cap Value Equity
Fund Resources
- Fact Sheet (PDF | 281 KB)
- Commentary (PDF | 118 KB)
- Strategy Highlight (PDF | 133 KB)
- Prospectus (PDF | 865 KB)
- Annual Report (PDF | 2 MB)
- Semi-annual Report (PDF | 953 KB)
- SAI (PDF | 6 MB)
- Mid Cap Value Kit
| Class | CUSIP | Ticker |
|---|---|---|
| A | 76628R599 | SAMVX |
| C | 76628R581 | SMVFX |
| I | 76628R615 | SMVTX |
Portfolio Managers
Don Wordell, CFA
Managing Director
Equity Portfolio Manager — Mid-Cap Value Equity strategy
Mr. Don Wordell is Equity Portfolio Manager for the Mid-Cap Value strategy. Don has managed the Mid-Cap Value portfolio since its inception in 2001. Don has more than 12 years of investment experience....Read More
Don joined the predecessor of Ceredex Value Advisors in 1996. Prior to managing the Mid-Cap Value portfolio, he was a research analyst for the Value team.
Don holds both a Bachelor of Science degree in Finance, 1992 and an MBA, 1996 from the University of Central Florida.
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