Small-Mid Cap Growth Fund
As of
7/31/2017
Standardized Returns
| Small-Mid Cap Growth Fund |
0.76% |
16.82% |
18.29% |
12.30% |
16.61% |
9.65% |
| Russell 2500™ Growth Index |
1.33% |
12.11% |
16.15% |
10.01% |
14.87% |
8.79% |
|
Morningstar Mid-Cap Growth Category
|
1.51%
|
14.10%
|
15.08%
|
8.69%
|
13.26%
|
7.21%
|
| Morningstar Quartile Ranking in Category | -- | -- | 1 | 1 | 1 | 1 |
| Fund's Ranking / # of Funds in Peer Group | -- | -- | 108 / 621 | 39 / 572 | 30 / 498 | 32 / 368 |
| Morningstar Rating | -- | -- | -- |  | | |
Expense Ratio (Gross): 1.43%
Expense Ratio (Net): 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% |