Small-Mid Cap Growth Fund
As of
5/31/2017
Standardized Returns
| Small-Mid Cap Growth Fund |
1.58% |
14.01% |
19.55% |
11.70% |
16.46% |
9.05% |
| Russell 2500™ Growth Index |
0.05% |
8.17% |
17.85% |
8.69% |
14.54% |
7.83% |
|
Morningstar Mid-Cap Growth Category
|
1.83%
|
11.25%
|
16.48%
|
7.86%
|
12.97%
|
6.62%
|
| Morningstar Quartile Ranking in Category | -- | -- | 1 | 1 | 1 | 1 |
| Fund's Ranking / # of Funds in Peer Group | -- | -- | 116 / 633 | 37 / 581 | 28 / 504 | 36 / 373 |
| Morningstar Rating | -- | -- | -- |  | | |
Expense Ratio (Gross): 1.43%
Expense Ratio (Capped): 1.35%
Calendar Year Total Returns
| Small-Mid Cap Growth Fund |
6.45% |
4.47% |
8.33% |
41.49% |
12.20% |
-0.27% |
22.76% |
43.75% |
-37.71% |
| Russell 2500™ Growth Index |
9.73% |
-0.19% |
7.05% |
40.65% |
16.13% |
-1.57% |
28.86% |
41.66% |
-41.50% |