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
Morningstar US Mid TR USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Greg Savage 16.85 yrs
Jennifer Hsui 12.18 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)
--
--
--
--
--
--
--
--

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
19.69%
-11.51%
31.50%
13.34%
22.81%
-16.08%
16.39%
21.35%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
26.26%
19.27%
-9.22%
30.97%
18.06%
24.69%
-18.72%
16.04%
21.42%
19.59%
-8.77%
27.47%
15.25%
19.35%
-17.06%
16.71%
17.92%
18.26%
-9.08%
30.23%
16.92%
22.44%
-17.47%
17.06%
21.42%
--
-4.24%
28.56%
15.52%
28.76%
-12.95%
17.48%
20.19%
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
Morningstar US Mid TR USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Greg Savage 16.85 yrs
Jennifer Hsui 12.18 yrs
Paul Whitehead 2.84 yrs

Top Portfolio Holders

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