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 Broad Growth 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)
--
--
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Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
25.57%
-3.68%
35.70%
45.64%
15.39%
-25.79%
20.74%
21.52%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.57%
24.94%
-4.87%
35.04%
35.24%
12.60%
-26.90%
25.71%
25.20%
21.80%
-5.55%
33.76%
34.48%
20.50%
-28.86%
23.10%
19.88%
25.74%
-6.44%
26.66%
34.90%
21.17%
-24.06%
19.07%
29.21%
37.62%
-16.76%
25.74%
18.20%
11.92%
-51.09%
12.40%
22.45%
As of November 21, 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 Broad Growth 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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