Small Cap Growth Fund

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As of 5/31/2021

Standardized Returns

  Month YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs.
Small Cap Growth Fund -1.69% 9.66% 62.13% 17.22% 21.75% 15.19%
Russell 2000® Growth Index -2.86% 4.10% 50.14% 14.48% 17.57% 12.76%
Morningstar Small Growth Category -2.10% 8.94% 56.58% 18.48% 19.86% 13.37%
Morningstar Quartile Ranking in Category----1321
Fund's Ranking / # of Funds in Peer Group----98 / 619293 / 582172 / 50662 / 385
Morningstar Rating------
Expense Ratio (Gross): 1.58%
Expense Ratio (Net): 1.50%

Calendar Year Total Returns

  2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Small Cap Growth Fund 38.32% 22.26% -2.14% 26.70% 18.89% -4.44% 2.62% 52.76% 18.15% -13.31%
Russell 2000® Growth Index 34.63% 28.48% -9.31% 22.17% 11.32% -1.38% 5.60% 43.30% 14.59% -2.91%