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Profile

Data Providers

Overview

  • category
    Small-Cap Core Funds
  • management type
    Active
  • total assets
    $172.7M
Read description

Assets

Net Assets

Total Net Assets

$172.7M

(Through Dec 2016)

Display Assets By

(Select one)
  • Net Assets
  • Share Class
  • Distribution Channel
There is no Net Asset data available to display at this time.

Flows

Net Flows

1 Year Net Flows

$15.83M

(Through Dec 2016)

Display Flows By

(Select one)
  • Net Flows
  • Share Class
  • Distribution Channel
There is no Net Flows data available to display at this time.
* BrightScope's primary source for fund flow data is the SEC Form N-SAR filing.

Fees

Fee Comparison

expense ratio range

1.20% to 1.35%

There is no Fee data available to display at this time.

Turnover

turnover

75.0%

There is no Turnover data available to display at this time.

Performance

Growth of 10k

1 Year Return

-8.48% to -8.35%

There is no Performance data available to display at this time.

Retirement

Top Plans

Plan Name % Allocation
Some Plan Name
10%
Some Other Really long plan Name
5%
Another Plan Name
10%
Finally, the Plan Name
5%
View all plans with this Fund

Managers

Current Fund Managers

  • Omar Aguilar

    01-01-2011 - present
  • Shaun F. Pederson

    01-01-2012 - present
  • Timothy J. McCormack

    01-01-2012 - present