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 1000 Equal Weight TR USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Michael Jeanette 9.95 yrs
Peter Hubbard 9.95 yrs
Tony Seisser 9.95 yrs
Pratik Doshi 4.95 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
17.35%
-9.21%
24.53%
16.63%
23.14%
-13.50%
11.98%
16.26%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
28.19%
--
--
--
--
23.82%
-16.05%
17.50%
19.81%
21.90%
-8.86%
32.27%
0.36%
27.43%
-5.90%
7.00%
17.66%
19.69%
-11.51%
31.50%
13.34%
22.81%
-16.08%
16.39%
20.63%
19.27%
-9.22%
30.97%
18.06%
24.69%
-18.72%
16.04%
20.72%
As of December 11, 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 1000 Equal Weight TR USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Michael Jeanette 9.95 yrs
Peter Hubbard 9.95 yrs
Tony Seisser 9.95 yrs
Pratik Doshi 4.95 yrs

Top Portfolio Holders

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