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 GARP TR USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Michael Jeanette 6.65 yrs
Peter Hubbard 6.65 yrs
Tony Seisser 6.65 yrs
Pratik Doshi 4.26 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)
--
--
--
--
--
--
--
--

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
13.05%
-12.45%
23.05%
15.63%
26.35%
-11.63%
18.78%
24.84%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
28.57%
--
--
--
8.96%
26.41%
-11.15%
17.39%
22.00%
13.81%
-11.42%
21.91%
11.85%
28.27%
-16.30%
20.21%
20.19%
10.81%
-10.61%
28.03%
7.65%
21.44%
-7.89%
18.82%
19.22%
--
-9.22%
23.15%
16.01%
24.12%
-16.81%
17.25%
19.36%
As of December 10, 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 GARP TR USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Michael Jeanette 6.65 yrs
Peter Hubbard 6.65 yrs
Tony Seisser 6.65 yrs
Pratik Doshi 4.26 yrs

Top Portfolio Holders

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