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 SmallCap 600 CADH 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Not Disclosed 5.00 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)
--
--
--
--
--
--
--
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Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
--
7.17%
26.42%
-17.99%
14.36%
7.69%
9.78%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
16.42%
--
--
--
8.67%
25.12%
-10.58%
13.24%
10.70%
13.67%
-12.80%
23.82%
15.73%
13.80%
-21.69%
14.70%
9.83%
15.71%
-13.78%
24.80%
10.09%
23.83%
-14.95%
15.06%
12.30%
8.74%
-4.83%
20.87%
11.12%
23.39%
-7.63%
13.65%
15.33%
As of September 28, 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 SmallCap 600 CADH 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Not Disclosed 5.00 yrs

Top Portfolio Holders

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