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
N/A 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Charles Ragauss 0.93 yrs
Qiao Duan 0.93 yrs
Thomas Maher 0.93 yrs
Timothy Reilly 0.93 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
--
--
--
--
--
--
--
21.91%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
26.66%
--
-12.85%
27.99%
5.69%
26.07%
-9.12%
16.79%
20.89%
--
--
--
--
--
-16.35%
17.31%
22.27%
20.64%
-17.81%
20.59%
10.79%
13.03%
-15.03%
23.77%
33.83%
--
--
--
5.86%
25.74%
-15.55%
21.45%
27.68%
As of November 08, 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
N/A 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Charles Ragauss 0.93 yrs
Qiao Duan 0.93 yrs
Thomas Maher 0.93 yrs
Timothy Reilly 0.93 yrs

Top Portfolio Holders

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