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
Bloomberg US 600 TR USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Matthew Cole 1.98 yrs
Jeffrey Sherman 1.34 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
--
--
--
--
--
--
20.16%
8.03%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
21.14%
12.44%
-11.66%
2.16%
28.60%
29.33%
-13.56%
-7.38%
10.83%
12.11%
-10.89%
23.84%
10.37%
29.88%
-14.57%
16.74%
9.89%
--
-5.08%
18.32%
10.52%
26.59%
-16.87%
20.88%
7.73%
--
--
--
--
24.98%
-17.30%
16.39%
8.36%
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
Bloomberg US 600 TR USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Matthew Cole 1.98 yrs
Jeffrey Sherman 1.34 yrs

Top Portfolio Holders

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