Small-Mid Cap Growth Fund

select
select
As of 6/30/2021

Standardized Returns

  Month YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs.
Small-Mid Cap Growth Fund 3.52% 8.04% 41.71% 17.96% 19.76% 14.86%
Russell 2500™ Growth Index 5.37% 8.67% 49.63% 20.15% 20.68% 14.83%
Morningstar Mid-Cap Growth Category 4.43% 10.80% 48.17% 21.26% 20.18% 14.07%
Morningstar Quartile Ranking in Category----3422
Fund's Ranking / # of Funds in Peer Group----370 / 579437 / 546265 / 489139 / 379
Morningstar Rating------
Expense Ratio (Gross): 1.45%
Expense Ratio (Net): 1.35%

Calendar Year Total Returns

  2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Small-Mid Cap Growth Fund 32.04% 30.41% -2.29% 28.57% 6.45% 4.47% 8.33% 41.49% 12.20% -0.27%
Russell 2500™ Growth Index 40.47% 32.65% -7.47% 24.46% 9.73% -0.19% 7.05% 40.65% 16.13% -1.57%