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
Nasdaq Victory US SM Value Mmtm TR USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Lance Humphrey 7.03 yrs
Mannik Dhillon 5.42 yrs
Lela Dunlap 0.00 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
--
-9.39%
21.66%
11.56%
24.44%
-13.22%
18.90%
15.89%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
21.14%
5.57%
-6.61%
24.10%
-1.49%
27.69%
-7.69%
7.55%
13.01%
--
-10.98%
24.62%
7.49%
29.38%
-13.45%
16.74%
8.07%
--
--
--
--
--
--
--
4.78%
13.17%
-8.63%
22.67%
11.47%
26.74%
-16.27%
16.18%
7.27%
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
Nasdaq Victory US SM Value Mmtm TR USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Lance Humphrey 7.03 yrs
Mannik Dhillon 5.42 yrs
Lela Dunlap 0.00 yrs

Top Portfolio Holders

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