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Profile

Data Providers

Overview

  • category
    Multi-Cap Core Funds
  • management type
    Active
  • total assets
    $6.92B
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Advisors Using This Fund

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Assets

Net Assets

Total Net Assets

$6.92B

(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

$222.7M

(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

0.59% to 1.89%

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

Turnover

turnover

12.0%

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

Performance

Growth of 10k

1 Year Return

-7.90% to 3.17%

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

Retirement

Managers

Current Fund Managers

  • John Dowd

    01-01-2009 - present
  • Robert Lee

    01-01-2009 - present
  • Edward Yoon

    01-01-2009 - present
  • Tobias Welo

    01-01-2009 - present
  • Charlie Chai

    01-01-2009 - present
  • Douglas Simmons

    01-01-2009 - present
  • Geoff Stein

    01-01-2009 - present
  • Christopher Sharpe

    01-01-2009 - present
  • Christopher Lee

    01-01-2013 - present
  • Matthew Drukker

    01-01-2013 - present
  • Samuel Wald

    01-01-2016 - present
  • Katherine Shaw

    01-01-2016 - present