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 Value TR USD 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
12.05%
-12.04%
25.67%
3.53%
30.45%
-7.10%
15.25%
16.72%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
26.26%
12.29%
-11.93%
25.89%
3.74%
30.52%
-7.20%
15.35%
16.71%
12.21%
-12.11%
25.89%
3.70%
30.44%
-7.20%
15.41%
16.73%
14.86%
-8.24%
23.31%
-5.45%
30.27%
-4.74%
14.03%
21.09%
17.37%
-12.34%
24.49%
5.48%
30.99%
-12.24%
19.68%
15.93%
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 Value TR USD 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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