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
Russell 2000 Growth TR USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Greg Savage 16.76 yrs
Jennifer Hsui 12.18 yrs
Paul Whitehead 2.75 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
22.25%
-9.42%
28.48%
34.68%
2.54%
-26.26%
18.52%
12.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
21.47%
22.26%
-9.44%
28.76%
34.70%
2.85%
-26.49%
18.90%
13.08%
14.47%
-4.39%
20.99%
19.22%
22.37%
-21.32%
17.12%
8.84%
21.87%
-5.69%
32.75%
35.43%
5.66%
-28.44%
21.45%
11.45%
14.53%
-4.19%
20.98%
19.48%
22.42%
-21.26%
17.27%
8.88%
As of November 04, 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
Russell 2000 Growth TR USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Greg Savage 16.76 yrs
Jennifer Hsui 12.18 yrs
Paul Whitehead 2.75 yrs

Top Portfolio Holders

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