Small-Mid Cap Growth Fund

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As of 1/31/2017

Standardized Returns

  Month YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs.
Small-Mid Cap Growth Fund 2.40% 2.40% 17.97% 8.16% 13.01% 8.73%
Russell 2500™ Growth Index 2.37% 2.37% 24.65% 6.95% 12.73% 8.16%
Morningstar Mid-Cap Growth Category 3.48% 3.48% 19.53% 5.98% 11.02% 6.81%
Morningstar Quartile Ranking in Category----3111
Fund's Ranking / # of Funds in Peer Group----392 / 641113 / 58590 / 50353 / 371
Morningstar Rating------
Expense Ratio (Gross): 1.42%
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%