Back to top

Profile

Data Providers

Overview

  • category
    Multi-Cap Growth Funds
  • management type
    Active
  • total assets
    $4.36B
Read description

Advisors Using This Fund

  • Eric Simonds CFP®
    Brunswick, ME
    <$1M in this fund
  • Add me to this fund
    Modify fund usage

Assets

Net Assets

Total Net Assets

$4.36B

(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

$377.6M

(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

0.68% to 1.74%

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

Turnover

turnover

38.0%

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

Performance

Growth of 10k

1 Year Return

22.26% to 23.56%

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

Retirement

Managers

Current Fund Managers

  • John Jordan

    01-01-2014 - present
  • Ethan Lovell

    01-01-2014 - present
  • Jean Barnard

    01-01-2014 - present
  • Garth Yettick

    01-01-2014 - present
  • Kenneth Spruell

    01-01-2014 - present
  • Kristopher Kelley

    01-01-2014 - present
  • Carmel Wellso

    01-01-2014 - present