Small-Mid Cap Growth Fund

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As of 2/28/2015

Standardized Returns

  Month YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs.
Small-Mid Cap Growth Fund 7.28% 5.45% 11.39% 17.75% 17.42% 10.68%
Russell 2500™ Growth Index 7.36% 5.71% 9.62% 17.94% 18.40% 10.15%
Morningstar Mid-Cap Growth Category 6.79% 4.64% 8.31% 15.53% 15.77% 8.88%
Morningstar Quartile Ranking in Category----1111
Fund's Ranking / # of Funds in Peer Group----169 / 751126 / 654114 / 58564 / 430
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%