Small-Mid Cap Growth Fund

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As of 8/31/2018

Standardized Returns

  Month YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs.
Small-Mid Cap Growth Fund 7.69% 21.06% 31.53% 18.00% 16.34% 13.91%
Russell 2500™ Growth Index 6.76% 17.50% 30.18% 16.34% 14.63% 12.17%
Morningstar Mid-Cap Growth Category 5.22% 14.18% 24.45% 14.33% 12.99% 10.49%
Morningstar Quartile Ranking in Category----1111
Fund's Ranking / # of Funds in Peer Group----91 / 60265 / 53824 / 4787 / 343
Morningstar Rating------
Expense Ratio (Gross): 1.43%
Expense Ratio (Net): 1.35%

Calendar Year Total Returns

  2017 2016 2015 2014 2013 2012 2011 2010 2009
Small-Mid Cap Growth Fund 28.57% 6.45% 4.47% 8.33% 41.49% 12.20% -0.27% 22.76% 43.75%
Russell 2500™ Growth Index 24.46% 9.73% -0.19% 7.05% 40.65% 16.13% -1.57% 28.86% 41.66%