When the S&P 500 was down 42.5% at its low point last week, this fund was down only 13.57%. A better performance in a bear market than OAKBX, PRPFX, and PRWCX. It won't knock the ball out of the park on the way up, but it won't make you poor on the way down.

Made a partial buy last Friday, before the S&P 500 rose 11.58%. Will be adding to this fund at new bottoms.

Only concern is, how long will these managers be around, and when they retire will the fund be as good? I've seen great funds like PRWCX get new management, and they no longer perform the same as they did in previous volatile markets.