Small-Mid Cap Growth Fund

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As of 8/31/2020

Standardized Returns

  Month YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs.
Small-Mid Cap Growth Fund 5.35% 10.82% 13.17% 15.34% 13.90% 16.19%
Russell 2500™ Growth Index 4.50% 12.45% 21.99% 15.21% 13.09% 15.58%
Morningstar Mid-Cap Growth Category 4.61% 16.70% 24.57% 16.28% 13.63% 14.67%
Morningstar Quartile Ranking in Category----4321
Fund's Ranking / # of Funds in Peer Group----509 / 609348 / 559243 / 50286 / 381
Morningstar Rating------
Expense Ratio (Gross): 1.43%
Expense Ratio (Net): 1.35%

Calendar Year Total Returns

  2019 2018 2017 2016 2015 2014 2013 2012 2011
Small-Mid Cap Growth Fund 30.41% -2.29% 28.57% 6.45% 4.47% 8.33% 41.49% 12.20% -0.27%
Russell 2500™ Growth Index 32.65% -7.47% 24.46% 9.73% -0.19% 7.05% 40.65% 16.13% -1.57%