Small-Mid Cap Growth Fund

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As of 1/31/2021

Standardized Returns

  Month YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs.
Small-Mid Cap Growth Fund 1.03% 1.03% 32.31% 17.31% 20.29% 15.14%
Russell 2500™ Growth Index 2.80% 2.80% 44.24% 19.07% 21.85% 15.19%
Morningstar Mid-Cap Growth Category 0.72% 0.72% 38.78% 17.93% 20.00% 13.71%
Morningstar Quartile Ranking in Category----3221
Fund's Ranking / # of Funds in Peer Group----325 / 603307 / 564204 / 50485 / 383
Morningstar Rating------
Expense Ratio (Gross): 1.43%
Expense Ratio (Net): 1.35%

Calendar Year Total Returns

  2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Small-Mid Cap Growth Fund 32.04% 30.41% -2.29% 28.57% 6.45% 4.47% 8.33% 41.49% 12.20% -0.27%
Russell 2500™ Growth Index 40.47% 32.65% -7.47% 24.46% 9.73% -0.19% 7.05% 40.65% 16.13% -1.57%