Summary
The fund seeks capital appreciation in the long term by investing in small-size companies in the United States.
The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.
Next, the research team focuses on companies that demonstrate above average prospects for earnings growth.
Then the manager constructs a portfolio of stocks from a list of companies favored by the research tea
Link
Fund Manager(s)
Price
Documents
Performance
YTD
0.3%
3 Year
-29.16%
5 Year
-3.93%
Best
24.23%
2019
Worst
-25.48%
2022
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 8.1% | 5.4% | -12.4% | 4.7% | -26.3% | 18.1% | - | - | - | - |
| Q2 | -3.5% | 5.4% | -19.8% | 4.1% | 30.9% | 2.3% | 12.2% | - | - | - |
| Q3 | - | -6.5% | 0.2% | -25.5% | -1.6% | -3.3% | 6.1% | - | - | - |
| Q4 | - | 15.1% | 5.9% | -0.8% | 29.5% | 5.3% | -20.3% | - | - | - |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -2.1% | 6.7% | 3.5% | -4.2% | - | - | - | - | - | - | - | - |
| 2023 | 9.6% | -1% | -2.9% | -2.3% | -0.9% | 8.8% | 4.1% | -4.6% | -6% | -7.3% | 9.6% | 12% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 0% | 18% | -26% | -20% | 23% | 24% | 0% | 0% | 0% | 0% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| BSGRX | 0% | 18% | -26% | -20% | 23% | 24% | - | - | - | - |
| Russell 2000 | - | - | -32% | 2% | 34% | 28% | -10% | 21% | 10% | -2% |
| Alpha | 0% | 18% | 6% | -22% | -11% | -3% | - | - | - | - |