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 Mid Cap
YCharts Benchmark Russell Midcap Total Return (^RMCTR)
Prospectus Objective
Fund Owner Firm Name
Prospectus Benchmark Index
Dividend Strength TR USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Daniel Lindquist 17.75 yrs
David McGarel 17.75 yrs
Jon Erickson 17.75 yrs
Roger Testin 17.75 yrs
Stan Ueland 17.75 yrs
Chris Peterson 8.46 yrs
Erik Russo 3.67 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)
--
--
--
--
--
--
--
--
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
20.07%
-10.35%
24.29%
14.14%
24.78%
-13.55%
11.75%
13.54%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
21.55%
13.31%
-14.81%
32.02%
6.21%
24.10%
-13.16%
15.65%
16.14%
17.35%
-9.21%
24.53%
16.63%
23.14%
-13.50%
11.98%
11.72%
19.08%
-8.90%
25.88%
8.40%
28.89%
-10.12%
11.27%
15.39%
--
--
--
--
--
-10.05%
13.89%
12.98%
As of September 28, 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 Mid Cap
YCharts Benchmark Russell Midcap Total Return (^RMCTR)
Prospectus Objective
Fund Owner Firm Name
Prospectus Benchmark Index
Dividend Strength TR USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Daniel Lindquist 17.75 yrs
David McGarel 17.75 yrs
Jon Erickson 17.75 yrs
Roger Testin 17.75 yrs
Stan Ueland 17.75 yrs
Chris Peterson 8.46 yrs
Erik Russo 3.67 yrs

Top Portfolio Holders

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