Small Cap Growth Fund

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As of 1/31/2021

Standardized Returns

  Month YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs.
Small Cap Growth Fund 1.48% 1.48% 40.16% 17.68% 22.80% 14.69%
Russell 2000® Growth Index 4.82% 4.82% 42.69% 16.54% 20.19% 14.08%
Morningstar Small Growth Category 3.39% 3.39% 43.73% 18.70% 21.06% 13.99%
Morningstar Quartile Ranking in Category----3222
Fund's Ranking / # of Funds in Peer Group----316 / 617295 / 574180 / 503146 / 379
Morningstar Rating------
Expense Ratio (Gross): 1.54%
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%