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
CRSP US Mid Cap Value TR USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Aurélie Denis 1.71 yrs
Aaron Choi 1.25 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
17.07%
-12.45%
27.84%
2.59%
28.76%
-7.95%
9.86%
21.95%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
26.70%
13.14%
-12.41%
26.74%
4.80%
28.10%
-12.28%
12.54%
20.51%
14.61%
-14.61%
23.72%
2.38%
30.81%
-6.80%
15.80%
15.50%
12.60%
-10.90%
24.72%
-4.13%
33.55%
-6.97%
11.91%
20.61%
8.77%
-7.47%
24.75%
-3.81%
26.15%
2.45%
7.30%
12.27%
As of November 23, 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
CRSP US Mid Cap Value TR USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Aurélie Denis 1.71 yrs
Aaron Choi 1.25 yrs

Top Portfolio Holders

0 of 0