Small Cap Growth Fund

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As of 8/31/2021

Standardized Returns

  Month YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs.
Small Cap Growth Fund 4.14% 15.86% 46.48% 15.32% 20.97% 17.53%
Russell 2000® Growth Index 1.82% 6.92% 35.61% 12.27% 16.58% 14.78%
Morningstar Small Growth Category 2.12% 13.56% 41.90% 16.34% 19.38% 15.57%
Morningstar Quartile Ranking in Category----2321
Fund's Ranking / # of Funds in Peer Group----102 / 611306 / 575185 / 50664 / 380
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%