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 2000 TR USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Jed Fogdall 25.90 yrs
Joel Schneider 25.90 yrs
Marc Leblond 25.90 yrs
Joseph Hohn 2.68 yrs

Performance Versus Category

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

Annual Total Returns Versus Peers

Loading chart...
Name
2017
2018
2019
2020
2021
2022
2023
YTD
11.87%
-13.12%
21.89%
10.36%
29.70%
-13.92%
17.83%
8.89%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
21.14%
14.68%
-11.14%
25.81%
20.20%
14.80%
-20.49%
17.08%
10.74%
14.59%
-11.11%
25.39%
20.03%
14.54%
-20.48%
16.84%
10.62%
--
--
--
--
--
--
--
--
14.93%
-11.77%
26.49%
19.35%
16.45%
-19.80%
18.48%
9.84%
As of November 05, 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 2000 TR USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Jed Fogdall 25.90 yrs
Joel Schneider 25.90 yrs
Marc Leblond 25.90 yrs
Joseph Hohn 2.68 yrs

Top Portfolio Holders

0 of 0