Small-Mid Cap Growth Fund

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As of 9/30/2021

Standardized Returns

  Month YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs.
Small-Mid Cap Growth Fund -3.30% 6.67% 29.21% 14.35% 18.81% 17.23%
Russell 2500™ Growth Index -3.80% 4.84% 31.98% 16.01% 18.21% 17.20%
Morningstar Mid-Cap Growth Category -4.39% 9.72% 33.09% 18.19% 18.82% 16.49%
Morningstar Quartile Ranking in Category----3422
Fund's Ranking / # of Funds in Peer Group----381 / 584459 / 549260 / 495148 / 386
Morningstar Rating------
Expense Ratio (Gross): 1.45%
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%