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 SmallCap 600 Growth TR USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Karl Schneider 10.01 yrs
David Chin 6.01 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)
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--
--
--
--
--
--
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Category Rtn. (NAV)
--
--
--
--
--
--
--
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% 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
14.53%
-4.19%
20.98%
19.48%
22.42%
-21.26%
17.27%
8.88%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
21.47%
14.47%
-4.39%
20.99%
19.22%
22.37%
-21.32%
17.12%
8.84%
14.69%
-4.57%
21.15%
19.67%
22.48%
-21.15%
16.92%
8.73%
23.95%
-3.44%
28.66%
21.97%
19.25%
-15.45%
21.53%
15.89%
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
S&P SmallCap 600 Growth TR USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Karl Schneider 10.01 yrs
David Chin 6.01 yrs

Top Portfolio Holders

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