As of
1/31/2015
Standardized Returns
| Small-Mid Cap Growth Fund |
-1.71% |
-1.71% |
9.21% |
16.74% |
16.67% |
10.09% |
| Russell 2500™ Growth Index |
-1.54% |
-1.54% |
7.43% |
16.92% |
17.89% |
9.59% |
|
Morningstar Mid-Cap Growth Category
|
-2.01%
|
-2.01%
|
7.24%
|
14.88%
|
15.34%
|
8.37%
|
| Morningstar Quartile Ranking in Category | -- | -- | 2 | 1 | 2 | 1 |
| Fund's Ranking / # of Funds in Peer Group | -- | -- | 248 / 752 | 154 / 647 | 159 / 585 | 67 / 429 |
| Morningstar Rating | -- | -- | -- |  | | |
Expense Ratio (Gross): 1.46%
Expense Ratio (Capped): 1.35%
Calendar Year Total Returns
| Small-Mid Cap Growth Fund |
8.33% |
41.49% |
12.20% |
-0.27% |
22.76% |
43.75% |
-37.71% |
12.34% |
9.68% |
| Russell 2500™ Growth Index |
7.05% |
40.65% |
16.13% |
-1.57% |
28.86% |
41.66% |
-41.50% |
9.69% |
12.26% |