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
IBD 50 Index USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Dustin Lewellyn 6.95 yrs
Ernesto Tong 6.95 yrs
Christine Johanson 0.25 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
37.62%
-16.76%
25.74%
18.20%
11.92%
-51.09%
12.40%
22.45%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.57%
--
--
20.59%
50.56%
22.69%
-22.60%
13.27%
18.43%
--
--
--
--
0.00%
-28.16%
17.95%
17.99%
25.74%
-6.44%
26.66%
34.90%
21.17%
-24.06%
19.07%
29.21%
24.94%
-4.87%
35.04%
35.24%
12.60%
-26.90%
25.71%
25.20%
As of November 21, 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
IBD 50 Index USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Dustin Lewellyn 6.95 yrs
Ernesto Tong 6.95 yrs
Christine Johanson 0.25 yrs

Top Portfolio Holders

0 of 0