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 Small Brd Grt Ext 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
View Category Returns. Upgrade now.
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

Loading chart...
Name
2017
2018
2019
2020
2021
2022
2023
YTD
24.68%
-6.91%
27.66%
43.41%
-1.25%
-26.75%
23.13%
21.44%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
26.70%
22.26%
-9.44%
28.76%
34.70%
2.85%
-26.49%
18.90%
23.69%
22.25%
-9.42%
28.48%
34.68%
2.54%
-26.26%
18.52%
23.57%
19.18%
-8.69%
14.25%
17.77%
21.01%
-29.00%
19.14%
21.00%
21.87%
-5.69%
32.75%
35.43%
5.66%
-28.44%
21.45%
23.72%
As of November 24, 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 Small Brd Grt Ext 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

0 of 0