As of 09-30-2017


  • Pursues growth of income and capital.
  • Invests primarily in value stocks of large-cap U.S. companies.
  • Selects stocks through a bottom-up, fundamentally based, quantitatively driven process.
  • Seeks to remove subjective and emotional influences from security selection and capitalize on market inefficiencies.

Key Investment Team


Symbol   FSTKX
Fund Number(s)   19
Newspaper Listing   StockTrSS
CUSIP   313900102
Benchmark   Russell 1000 Value Index
Performance Inception Date   03-31-1982
Fiscal Year-End   10-31

Morningstar Ratings™

disclosures »
    Funds in Category
Overall 1108
3 Year 1108
5 Year 962
10 Year 689
Based on risk adjusted total return. The overall rating is derived from a weighted average of the fund’s three-, five-, and ten-year average annual returns, as applicable.

Morningstar Category & Style

disclosures »
Category Large Value