 Latest News
September 30, 2009: The Gratio Values Fund is again among the top-performing small-cap core equity mutual funds, according to the Wall Street Journal’s recently published rankings. How We Invest At Gratio, we believe in value investing. While other strategies have come and gone, value investing has stood the test of time.
Fund Performance
For the latest Fund performance, please go to Fund Info:
The Gratio Values Fund (GRVLX) was ranked seventh out of 735 small-cap core equity funds based on total return for the one year period ended September 30, 2009, according to The Wall Street Journal. The Gratio Values Fund (GRVLX) was ranked first out of 768 small-cap core equity funds based on total return for the one year period ended June 30, 2009 according to The Wall Street Journal. The rankings and all research and ratings are conducted by The Wall Street Journal, an independent publication. Total return for the top 10 funds ranked by one-year performance as of September 30 and June 30; assets, in millions of dollars, as of August 31 and May 29, respectively. Total return includes capital appreciation and reinvested distributions. Returns shown for periods of one year or less are cumulative. Three-year, five-year and 10-year returns are annualized. Past performance is no guarantee of future results. | 
GO TO THE RANKINGS ON THE WSJ SITE
