US Small-Mid Cap Growth Fund

As of 30.06.2020

Investment Returns

  Month YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs. Life of Fund
US Small-Mid Cap Growth Fund 0.27% 0.59% 5.26% -- -- -- 5.58%
Russell 2500™ Growth Index (USD) 3.68% 2.02% 9.21% -- -- -- 5.98%

Calendar Year Total Returns

  2019 2018†
US Small-Mid Cap Growth Fund 29.69% -14.67%
Russell 2500™ Growth Index (USD) 32.65% -17.13%
† Since Fund’s inception on 7/10/18 through 12/31/18.

The Russell 2500TM Growth Index measures the performance of those Russell 2,500 companies with above average price-to-book ratios and forecasted growth rates.

Performance cited represents past performance. Past performance does not guarantee future results and current performance may be lower or higher than the data quoted. Returns shown are average annual total returns, which assume reinvestment of dividends and capital gains. Investment returns and principal will fluctuate with market and economic conditions and you may have a gain or loss when you sell shares.