Small-Mid Cap Growth Fund
As of
1/31/2021
Standardized Returns
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 | -- | -- | 3 | 2 | 2 | 1 |
Fund's Ranking / # of Funds in Peer Group | -- | -- | 325 / 603 | 307 / 564 | 204 / 504 | 85 / 383 |
Morningstar Rating | -- | -- | -- |  |  |  |
Expense Ratio (Gross): 1.43%
Expense Ratio (Net): 1.35%
Calendar Year Total Returns
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% |