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
S&P SC 600 Low Vol Hi Div TR USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Michael Jeanette 7.92 yrs
Peter Hubbard 7.92 yrs
Tony Seisser 7.92 yrs
Pratik Doshi 4.87 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
1.51%
-7.85%
17.91%
-13.51%
18.32%
-19.48%
3.02%
-5.45%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
21.14%
7.45%
-10.72%
24.20%
7.84%
23.09%
-13.12%
21.14%
8.84%
27.19%
-5.99%
12.55%
-10.17%
35.64%
-17.71%
22.35%
-3.67%
24.48%
-12.37%
17.09%
5.25%
31.33%
-10.58%
18.88%
4.82%
--
-15.26%
25.63%
11.71%
29.11%
-12.00%
28.55%
11.24%
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
S&P SC 600 Low Vol Hi Div TR USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Michael Jeanette 7.92 yrs
Peter Hubbard 7.92 yrs
Tony Seisser 7.92 yrs
Pratik Doshi 4.87 yrs

Top Portfolio Holders

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