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
S&P MidCap 400 TR 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Darrell Jayroe 3.82 yrs
Robert Netzly 3.82 yrs
Tim Schwarzenberger 2.51 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
--
--
--
--
16.00%
-22.50%
19.57%
15.76%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
21.47%
--
--
--
--
14.57%
-19.92%
17.25%
23.27%
21.09%
-12.40%
26.53%
10.78%
26.73%
-12.01%
15.63%
13.89%
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12.14%
As of November 02, 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
S&P MidCap 400 TR 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Darrell Jayroe 3.82 yrs
Robert Netzly 3.82 yrs
Tim Schwarzenberger 2.51 yrs

Top Portfolio Holders

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