US Small-Mid Cap Growth Fund

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As of 31.10.2017

Standardized Returns

  Month YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs. Life of Fund
12/13/2013
US Small-Mid Cap Growth Fund 2.78% 25.23% 33.53% 12.84% -- -- 12.24%
Russell 2500™ Growth Index (USD) 2.68% 20.16% 30.07% 10.66% -- -- 10.62%

Calendar Year Total Returns

  2016 2015 2014 2013†
US Small-Mid Cap Growth Fund 6.40% 4.75% 8.35% 3.57%
Russell 2500™ Growth Index (USD) 9.73% -0.19% 7.05% 5.08%
† Since Fund’s inception on 12/13/13 through 12/31/13.

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. Investing in smaller and medium capitalization companies involves special risks, including higher volatility and lower liquidity. Mid cap stocks are also more sensitive to purchase/sale transactions and changes in the issuer's financial condition.

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.