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 Mid Cap Growth TR USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Anthony Arsta 10.38 yrs
Bryan Hinmon 10.38 yrs
Nathan Weisshaar 10.38 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
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

Loading chart...
Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
--
--
--
-27.36%
21.76%
27.34%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
26.26%
19.00%
-6.03%
34.87%
45.63%
12.58%
-28.31%
20.47%
16.63%
25.74%
-6.44%
26.66%
34.90%
21.17%
-24.06%
19.07%
30.87%
15.92%
-11.75%
28.39%
61.98%
-4.06%
-7.00%
9.51%
41.13%
--
--
--
--
0.00%
-28.16%
17.95%
20.31%
As of November 22, 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 Mid Cap Growth TR USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Anthony Arsta 10.38 yrs
Bryan Hinmon 10.38 yrs
Nathan Weisshaar 10.38 yrs

Top Portfolio Holders

0 of 0