Price Chart

Basic Info

Investment Strategy
General
Security Type
Equity Style
Fixed Income Style
Broad Asset Class
Broad Category
Category Name
Category Index
Global Category Name
YCharts Categorization US Small & Mid Cap
YCharts Benchmark Russell 2000 Total Return (^RUTTR)
Prospectus Objective
Fund Owner Firm Name
Prospectus Benchmark Index
Russell 3000 TR USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Christine Wang 13.85 yrs
Elena Khoziaeva 13.85 yrs
John Montgomery 13.85 yrs
Andrew Berkin 0.34 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
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Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
--
--
--
--
--
10.18%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
26.26%
--
-10.06%
18.18%
16.57%
40.66%
-15.20%
35.44%
-1.35%
--
--
--
--
--
--
19.33%
13.53%
--
--
--
6.39%
42.23%
-4.90%
22.83%
15.84%
5.09%
-16.97%
20.30%
20.84%
52.84%
-10.97%
16.21%
15.66%
As of November 22, 2024.

Asset Allocation

Type % Net % Long % Short
Cash -- -- --
Stock -- -- --
Bond -- -- --
Convertible -- -- --
Preferred -- -- --
Other -- -- --
No Data Available

Basic Info

Investment Strategy
General
Security Type
Equity Style
Fixed Income Style
Broad Asset Class
Broad Category
Category Name
Category Index
Global Category Name
YCharts Categorization US Small & Mid Cap
YCharts Benchmark Russell 2000 Total Return (^RUTTR)
Prospectus Objective
Fund Owner Firm Name
Prospectus Benchmark Index
Russell 3000 TR USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Christine Wang 13.85 yrs
Elena Khoziaeva 13.85 yrs
John Montgomery 13.85 yrs
Andrew Berkin 0.34 yrs

Top Portfolio Holders

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