Summary
Link
Directors
Nov 13, 2023- Yeager, Sandra
- Batejan, George S.
- Beckman, Daniel J.
- Blatz, Kathleen
- Carlton, Pamela G.
- Carrig, Janet Langford
- Connaughton, J. Kevin
- Darragh, Olive
- Flynn, Patricia M.
- Gallagher, Brian J.
- Hacker, Douglas A.
- Lukitsh, Nancy T.
- Moffett, David M.
- Paglia, Catherine James
- Trunow, Natalie A.
Chief Compliance Officer
- Thomas P. McGuire
Fund Manager(s)
- Christian Stadlinger
- Jarl Ginsberg
- Robert Mitchell
- Joseph Monahan
- Thomas Lettenberger
- Felise Agranoff
- Judd Peters
- Ryan Thomes
- Ernesto Ramos
- Jason Hans
Price
Company Name |
Holding |
| SIMPSON MFG CO INC | 1.27 % |
| DESCARTES SYSTEMS GROUP INC (PRE-MERGER) | 1.06 % |
| EXPONENT INC. | 0.94 % |
| SPS COMMERCE INC | 0.85 % |
| ALTAIR ENGINEERING INC | 0.84 % |
| SITEONE LANDSCAPE SUPPLY INC | 0.83 % |
| SUPER MICRO COMPUTER INC | 0.79 % |
| NOVANTA INC | 0.78 % |
| RBC BEARINGS | 0.76 % |
| FIRSTSERVICE CORP | 0.72 % |
| More |
Documents
Performance
YTD
-0.6%
3 Year
-27.69%
5 Year
8.82%
Best
20.09%
2020
Worst
-27.34%
2022
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 5.1% | 3.1% | -7.9% | -4.3% | -30.5% | 13.5% | -1% | - | - | - |
| Q2 | -4.5% | 4.7% | -15.7% | 21.4% | 26.2% | 2.1% | 10.1% | 2.3% | - | - |
| Q3 | - | -4.8% | -4% | -15.7% | 4.9% | -2.8% | 3.6% | 7.5% | - | - |
| Q4 | - | 11.8% | -2.4% | 4.2% | 30.5% | 4.9% | -18.9% | 2.2% | - | - |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -3.2% | 5.1% | 3.4% | -8% | - | - | - | - | - | - | - | - |
| 2023 | 9.7% | -1.3% | -4.8% | -1.8% | -1.9% | 8.6% | 5.3% | -4.2% | -5.6% | -6.7% | 8.5% | 8.9% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1% | 13% | -27% | 2% | 20% | 20% | -11% | 0% | 0% | 0% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| CZMSX | -1% | 13% | -27% | 2% | 20% | 20% | -11% | - | - | - |
| Russell 2000 Index | - | - | -26% | 14% | 18% | 24% | -12% | 13% | 19% | -6% |
| Alpha | -1% | 13% | -1% | -12% | 2% | -4% | 1% | - | - | - |