Back to top

Profile

Data Providers

Overview

  • category
    Small-Cap Core Funds
  • management type
    Active
  • total assets
    $1.82B
Read description

Assets

Net Assets

Total Net Assets

$1.82B

(Through Nov 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

$48.88M

(Through Oct 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

0.86% to 2.02%

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

Turnover

turnover

22.0%

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

Performance

Growth of 10k

1 Year Return

-31.09% to -30.27%

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

Retirement

Managers

Current Fund Managers

  • Thomas Schindler

    01-01-2000 - present
  • Christopher Welch

    01-01-2007 - present
  • Jason Downey

    01-01-2013 - present