Small Cap Growth Fund

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As of 2/29/2020

Standardized Returns

  Month YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs.
Small Cap Growth Fund -5.97% -5.84% -2.18% 11.24% 9.62% 11.83%
Russell 2000® Growth Index -7.22% -8.24% -0.72% 7.85% 6.48% 12.07%
Morningstar Small Growth Category -6.91% -7.12% 0.31% 9.42% 7.48% 11.89%
Morningstar Quartile Ranking in Category----3213
Fund's Ranking / # of Funds in Peer Group----422 / 636228 / 574108 / 502223 / 381
Morningstar Rating------
Expense Ratio (Gross): 1.55%
Expense Ratio (Net): 1.50%

Calendar Year Total Returns

  2019 2018 2017 2016 2015 2014 2013 2012 2011
Small Cap Growth Fund 22.26% -2.14% 26.70% 18.89% -4.44% 2.62% 52.76% 18.15% -13.31%
Russell 2000® Growth Index 28.48% -9.31% 22.17% 11.32% -1.38% 5.60% 43.30% 14.59% -2.91%