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 Europe Mid/Small Cap Equity
YCharts Benchmark MSCI Europe Total Return (^MSEURTR)
Prospectus Objective
Fund Owner Firm Name
Prospectus Benchmark Index
MSCI Austria IMI 25-50 NR USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Greg Savage 16.85 yrs
Jennifer Hsui 11.84 yrs
Paul Whitehead 2.84 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
52.50%
-22.87%
17.07%
-3.68%
31.54%
-21.92%
20.65%
4.53%
27.19%
-14.20%
21.51%
10.65%
7.82%
-16.00%
15.62%
9.29%
22.41%
-7.99%
12.52%
2.61%
19.03%
-12.55%
5.02%
1.49%
21.99%
-8.46%
12.78%
2.52%
18.72%
-12.51%
4.79%
1.20%
23.79%
-6.84%
13.64%
20.18%
10.51%
-17.18%
-0.10%
3.00%
11.88%
-19.90%
30.41%
-14.64%
-11.48%
-21.31%
24.94%
0.93%
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 Europe Mid/Small Cap Equity
YCharts Benchmark MSCI Europe Total Return (^MSEURTR)
Prospectus Objective
Fund Owner Firm Name
Prospectus Benchmark Index
MSCI Austria IMI 25-50 NR USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Greg Savage 16.85 yrs
Jennifer Hsui 11.84 yrs
Paul Whitehead 2.84 yrs

Top Portfolio Holders

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