Small-Mid Cap Growth Fund

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As of 5/31/2020

Standardized Returns

  Month YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs.
Small-Mid Cap Growth Fund 10.87% 0.35% 12.33% 12.98% 11.11% 14.03%
Russell 2500™ Growth Index 10.44% -1.60% 5.52% 11.28% 8.71% 12.37%
Morningstar Mid-Cap Growth Category 9.99% 0.61% 13.84% 11.95% 9.25% 12.58%
Morningstar Quartile Ranking in Category----3222
Fund's Ranking / # of Funds in Peer Group----393 / 600269 / 559146 / 496103 / 382
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%