Small-Mid Cap Growth Fund

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As of 2/29/2020

Standardized Returns

  Month YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs.
Small-Mid Cap Growth Fund -5.97% -5.19% 5.78% 13.34% 10.37% 13.84%
Russell 2500™ Growth Index -6.78% -6.68% 3.78% 10.57% 8.11% 13.14%
Morningstar Mid-Cap Growth Category -6.64% -5.50% 6.80% 11.18% 8.22% 12.14%
Morningstar Quartile Ranking in Category----3211
Fund's Ranking / # of Funds in Peer Group----399 / 615203 / 568115 / 49875 / 385
Morningstar Rating------
Expense Ratio (Gross): 1.44%
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%