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 Val Ext TR USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Greg Savage 16.84 yrs
Jennifer Hsui 12.17 yrs
Paul Whitehead 2.83 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
8.60%
-17.37%
19.52%
0.83%
29.15%
-10.56%
16.57%
7.95%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
21.14%
1.24%
-19.65%
22.29%
-3.86%
45.97%
-6.81%
22.97%
0.55%
7.13%
-14.73%
25.79%
9.81%
29.31%
-14.05%
22.88%
0.23%
11.32%
-7.12%
21.11%
11.37%
27.04%
-13.10%
12.61%
6.24%
--
--
--
--
33.21%
-10.13%
12.28%
5.55%
As of November 05, 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 Val Ext TR USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Greg Savage 16.84 yrs
Jennifer Hsui 12.17 yrs
Paul Whitehead 2.83 yrs

Top Portfolio Holders

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