Small-Mid Cap Growth Fund

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As of 2/28/2017

Standardized Returns

  Month YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs.
Small-Mid Cap Growth Fund 4.17% 6.67% 25.16% 7.81% 12.93% 9.30%
Russell 2500™ Growth Index 3.03% 5.47% 28.05% 6.20% 12.39% 8.49%
Morningstar Mid-Cap Growth Category 2.90% 6.48% 23.08% 5.03% 10.60% 7.15%
Morningstar Quartile Ranking in Category----2111
Fund's Ranking / # of Funds in Peer Group----207 / 64087 / 58375 / 50745 / 370
Morningstar Rating------
Expense Ratio (Gross): 1.42%
Expense Ratio (Capped): 1.35%

Calendar Year Total Returns

  2016 2015 2014 2013 2012 2011 2010 2009 2008
Small-Mid Cap Growth Fund 6.45% 4.47% 8.33% 41.49% 12.20% -0.27% 22.76% 43.75% -37.71%
Russell 2500™ Growth Index 9.73% -0.19% 7.05% 40.65% 16.13% -1.57% 28.86% 41.66% -41.50%