Small-Mid Cap Growth Fund

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As of 10/31/2020

Standardized Returns

  Month YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs.
Small-Mid Cap Growth Fund 0.29% 9.33% 13.81% 12.67% 13.64% 14.31%
Russell 2500™ Growth Index 1.18% 12.90% 21.71% 12.80% 13.30% 13.77%
Morningstar Mid-Cap Growth Category -0.13% 14.82% 22.59% 13.64% 13.10% 12.76%
Morningstar Quartile Ranking in Category----3321
Fund's Ranking / # of Funds in Peer Group----455 / 607361 / 557227 / 49985 / 380
Morningstar Rating------
Expense Ratio (Gross): 1.43%
Expense Ratio (Net): 1.35%

Calendar Year Total Returns

  2019 2018 2017 2016 2015 2014 2013 2012 2011
Small-Mid Cap Growth Fund 30.41% -2.29% 28.57% 6.45% 4.47% 8.33% 41.49% 12.20% -0.27%
Russell 2500™ Growth Index 32.65% -7.47% 24.46% 9.73% -0.19% 7.05% 40.65% 16.13% -1.57%