Summary
The fund seeks capital appreciation in the long-term by investing in mid-size companies in the United States.
The sub-advisor’s investment process begins with companies in the benchmark index with market capitalization below $15 billion. The research team then narrows down the list of companies using bottom-up research and fundamental analysis to identify growth businesses.
Next, the research team identifies companies with strong earnings growth, improving operating trends, a superior management team, and attractive
Link
Fund Manager(s)
- Spenser Lerner
- Kristof Gleich
Price
Performance
YTD
7.7%
3 Year
-64.4%
5 Year
-54.17%
Best
37.75%
2020
Worst
-51.26%
2021
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 12.6% | 16% | -16.4% | 97.4% | -17.8% | 24.3% | 5.5% | 9.5% | -6.1% | 5.4% |
| Q2 | -3.9% | 7.2% | -30.2% | 5% | 41.3% | 5.1% | 9.1% | 9% | 3.8% | 2% |
| Q3 | - | -9.3% | -3.1% | -50.7% | 0.4% | -4.9% | 6.9% | 4.2% | 6.5% | -10.6% |
| Q4 | - | 17.7% | -1.9% | -6% | -40.1% | -12.8% | -18.7% | 5.6% | -3.3% | 4.6% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.5% | 9.6% | 1.3% | -4.3% | - | - | - | - | - | - | - | - |
| 2023 | 11.9% | -1.2% | 4.9% | -4.1% | 6.3% | 5.2% | 3.6% | -6.2% | -6.6% | -6% | 15.4% | 8.1% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 8% | 32% | -45% | -51% | 38% | 10% | -3% | 32% | 0% | 1% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| HIMGX | 8% | 32% | -45% | -51% | 38% | 10% | -3% | 32% | 0% | 1% |
| Russell Midcap | 4% | 25% | -27% | 12% | 35% | 34% | -6% | 24% | 6% | -1% |
| Alpha | 3% | 8% | -17% | -64% | 3% | -25% | 3% | 8% | -6% | 2% |