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
Dorsey Wright SmlCap Tech Leaders TR USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Michael Jeanette 12.30 yrs
Peter Hubbard 12.30 yrs
Tony Seisser 10.68 yrs
Pratik Doshi 4.87 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)
--
--
--
--
--
--
--
--

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
20.83%
-10.68%
31.39%
32.32%
19.75%
-18.51%
16.88%
10.99%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
21.14%
24.68%
-6.91%
27.66%
43.41%
-1.25%
-26.75%
23.13%
12.15%
14.47%
-4.39%
20.99%
19.22%
22.37%
-21.32%
17.12%
9.33%
22.25%
-9.42%
28.48%
34.68%
2.54%
-26.26%
18.52%
13.47%
19.18%
-8.69%
14.25%
17.77%
21.01%
-29.00%
19.14%
11.73%
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
Dorsey Wright SmlCap Tech Leaders TR USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Michael Jeanette 12.30 yrs
Peter Hubbard 12.30 yrs
Tony Seisser 10.68 yrs
Pratik Doshi 4.87 yrs

Top Portfolio Holders

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