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 Growth TR USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Kenny Narzikul 1.71 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
19.90%
-10.57%
26.12%
22.59%
18.84%
-19.08%
17.38%
22.11%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
26.26%
19.64%
-10.52%
25.96%
22.44%
18.68%
-19.03%
17.42%
22.18%
19.59%
-10.45%
26.10%
22.58%
18.47%
-18.92%
17.30%
22.26%
20.46%
-13.98%
17.09%
32.86%
13.74%
-21.70%
16.41%
25.92%
25.12%
-7.53%
32.54%
36.97%
13.46%
-23.80%
21.13%
26.72%
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 Growth TR USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Kenny Narzikul 1.71 yrs

Top Portfolio Holders

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