Grafton-managed mutual fund celebrates fifth anniversary

News Graphic Staff

March 3, 2015

GRAFTON — The Convergence Core Plus Fund, managed by Grafton-based Convergence Investment Partners, recently reached its fifth anniversary.

The fund also received a 5-Star Overall Morningstar Rating, which places it among the top funds among the U.S. OE Large Blend Category for a five-year period ending Dec. 31, 2014.

“We are so pleased to celebrate our fund’s five-year anniversary with a 5-Star Overall Morningstar Rating,” said David J. Abitz, co-founder of Convergence Investment Partners and portfolio manager of the Convergence Core Plus Fund, which seeks to provide investors with long-term capital growth, a news release said.