Small-Mid Cap Growth Fund

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As of 3/31/2017

Standardized Returns

  Month YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs.
Small-Mid Cap Growth Fund 1.95% 8.75% 19.30% 9.04% 13.13% 9.28%
Russell 2500™ Growth Index 0.74% 6.25% 19.77% 7.23% 12.17% 8.47%
Morningstar Mid-Cap Growth Category 0.76% 7.30% 15.58% 6.06% 10.30% 7.12%
Morningstar Quartile Ranking in Category----1111
Fund's Ranking / # of Funds in Peer Group----114 / 63561 / 58055 / 50045 / 368
Morningstar Rating------
Expense Ratio (Gross): 1.42%
Expense Ratio (Capped): 1.35%

Calendar Year Total Returns

  2016 2015 2014 2013 2012 2011 2010 2009 2008
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%