Westport Funds Q4 2014 Portfolio Manager CommentsVW Staff
Westport Funds' portfolio manager comments for the fourth quarter 2014.
Westport Funds: Portfolio Review
For 2014 The Westport Fund Class R shares returned 8.62% trailing the Russell Midcap® Index return of 13.22%. Since the initiation of the third round of Quantitative Easingi (“QE”) in September 2012 investors have sought yield from fixed income alternatives including equities that have bond-like characteristics, primarily REITs and utilities, as the returns from fixed income securities declined. Within the Russell Midcap® Index these two industry sectors, which are 15% of the Index, provided the second and third highest returns for 2014 at . . .
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