Small-Mid Cap Growth Fund

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As of 9/30/2017

Standardized Returns

  Month YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs.
Small-Mid Cap Growth Fund 2.95% 21.82% 24.96% 13.84% 15.78% 9.44%
Russell 2500™ Growth Index 4.19% 17.03% 20.07% 11.27% 14.46% 8.72%
Morningstar Mid-Cap Growth Category 2.84% 16.84% 18.18% 9.13% 12.62% 6.92%
Morningstar Quartile Ranking in Category----1111
Fund's Ranking / # of Funds in Peer Group----25 / 61417 / 56338 / 48429 / 362
Morningstar Rating------
Expense Ratio (Gross): 1.43%
Expense Ratio (Net): 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%