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 3000 TR USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Aaron Siebel 4.67 yrs
Christopher Ibach 1.25 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
15.63%
-11.36%
18.88%
13.34%
32.55%
-15.93%
18.51%
12.21%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
21.14%
--
-9.22%
23.15%
16.01%
24.12%
-16.81%
17.25%
9.70%
7.22%
-13.04%
23.65%
18.53%
20.54%
-18.28%
21.22%
15.12%
--
-9.03%
27.12%
15.06%
28.61%
-17.30%
15.12%
3.30%
--
--
--
--
15.43%
-19.75%
20.05%
9.89%
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 3000 TR USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Aaron Siebel 4.67 yrs
Christopher Ibach 1.25 yrs

Top Portfolio Holders

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