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
Anna Mitelman-Lester 16.88 yrs
Shashi Naik 16.88 yrs
George Liu 0.84 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)
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Total Return (NAV)
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--
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Category Rtn. (NAV)
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% 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
7.22%
-13.04%
23.65%
18.53%
20.54%
-18.28%
21.22%
15.12%
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%
15.63%
-11.36%
18.88%
13.34%
32.55%
-15.93%
18.51%
12.21%
14.59%
-11.11%
25.39%
20.03%
14.54%
-20.48%
16.84%
10.62%
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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
Anna Mitelman-Lester 16.88 yrs
Shashi Naik 16.88 yrs
George Liu 0.84 yrs

Top Portfolio Holders

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