REFINITIV

The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60, and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper... The funds promote Values-Based Investing by avoiding owning securities in companies that choose to profit from businesses that are at odds with our values... Capstone Financial has changed its name to Crossmark Global Investments. Welcome to our new site!

Primary location: Houston United States