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
Greg Savage 16.85 yrs
Jennifer Hsui 12.26 yrs
Paul Whitehead 2.84 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)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% 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
16.26%
-11.18%
26.10%
13.58%
24.71%
-13.10%
16.42%
19.69%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
26.26%
15.10%
-10.33%
25.20%
13.48%
24.77%
-13.13%
16.47%
19.66%
15.92%
-11.28%
25.78%
13.53%
24.54%
-13.28%
16.09%
19.40%
16.37%
-11.33%
26.17%
13.59%
24.59%
-13.19%
16.45%
19.65%
18.06%
-9.34%
27.96%
32.43%
12.30%
-26.51%
25.51%
22.69%
As of November 22, 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
Greg Savage 16.85 yrs
Jennifer Hsui 12.26 yrs
Paul Whitehead 2.84 yrs

Top Portfolio Holders

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