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As of 1/31/2015

Standardized Returns

  Month YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs.
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----2121
Fund's Ranking / # of Funds in Peer Group----248 / 752154 / 647159 / 58567 / 429
Morningstar Rating------
Expense Ratio (Gross): 1.46%
Expense Ratio (Capped): 1.35%

Calendar Year Total Returns

  2014 2013 2012 2011 2010 2009 2008 2007 2006
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%