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
S&P US Spin-Off TR USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Michael Jeanette 6.57 yrs
Peter Hubbard 6.57 yrs
Tony Seisser 6.57 yrs
Pratik Doshi 4.18 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
20.64%
-17.81%
20.59%
10.79%
13.03%
-15.03%
23.77%
33.83%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
26.66%
--
-12.85%
27.99%
5.69%
26.07%
-9.12%
16.79%
20.89%
--
--
--
--
13.14%
-12.14%
19.30%
31.65%
--
--
--
--
--
--
20.69%
13.36%
15.10%
-10.33%
25.20%
13.48%
24.77%
-13.13%
16.47%
19.37%
As of November 08, 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
S&P US Spin-Off TR USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Michael Jeanette 6.57 yrs
Peter Hubbard 6.57 yrs
Tony Seisser 6.57 yrs
Pratik Doshi 4.18 yrs

Top Portfolio Holders

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