Small-Mid Cap Growth Fund

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As of 5/31/2017

Standardized Returns

  Month YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs.
Small-Mid Cap Growth Fund 1.58% 14.01% 19.55% 11.70% 16.46% 9.05%
Russell 2500™ Growth Index 0.05% 8.17% 17.85% 8.69% 14.54% 7.83%
Morningstar Mid-Cap Growth Category 1.83% 11.25% 16.48% 7.86% 12.97% 6.62%
Morningstar Quartile Ranking in Category----1111
Fund's Ranking / # of Funds in Peer Group----116 / 63337 / 58128 / 50436 / 373
Morningstar Rating------
Expense Ratio (Gross): 1.43%
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%