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 Inv Dyn Multifactor TR USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Michael Jeanette 5.44 yrs
Peter Hubbard 5.44 yrs
Tony Seisser 5.44 yrs
Pratik Doshi 5.01 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)
--
--
--
--
--
--
--
--

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
-9.03%
27.12%
15.06%
28.61%
-17.30%
15.12%
3.30%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
21.14%
8.56%
-5.38%
22.36%
-17.33%
29.34%
-11.86%
1.34%
8.35%
14.31%
1.16%
24.21%
-2.88%
16.64%
-9.99%
5.10%
16.39%
--
-6.10%
17.37%
11.83%
24.01%
-15.02%
23.87%
8.36%
--
--
--
10.29%
29.74%
-13.45%
17.64%
9.58%
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
Russell 2000 Inv Dyn Multifactor TR USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Michael Jeanette 5.44 yrs
Peter Hubbard 5.44 yrs
Tony Seisser 5.44 yrs
Pratik Doshi 5.01 yrs

Top Portfolio Holders

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