Small-Mid Cap Growth Fund

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As of 3/31/2016

Standardized Returns

  Month YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs.
Small-Mid Cap Growth Fund 6.96% -2.97% -5.68% 10.87% 9.49% 7.72%
Russell 2500™ Growth Index 7.70% -2.66% -9.57% 9.25% 8.77% 7.00%
Morningstar Mid-Cap Growth Category 7.28% -1.84% -7.76% 8.36% 7.57% 6.04%
Morningstar Quartile Ranking in Category----2111
Fund's Ranking / # of Funds in Peer Group----237 / 719120 / 640119 / 57475 / 428
Morningstar Rating------
Expense Ratio (Gross): 1.38%
Expense Ratio (Capped): 1.35%

Calendar Year Total Returns

  2015 2014 2013 2012 2011 2010 2009 2008 2007
Small-Mid Cap Growth Fund 4.47% 8.33% 41.49% 12.20% -0.27% 22.76% 43.75% -37.71% 12.34%
Russell 2500™ Growth Index -0.19% 7.05% 40.65% 16.13% -1.57% 28.86% 41.66% -41.50% 9.69%