Summary
The fund seeks capital appreciation in the long term by investing in small-and mid-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 seeks to invest in companies with a superior business franchise that offers growth potential.
In addition, the team assesses if the company’s products and services have a
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Directors
Mar 13, 2024- Rudis, David J.
- Phillips, Charles R.
- Lob, Dianne
- Heaton, John C.
- Eisen, Margaret
Chief Compliance Officer
- Thomas P. McGuire
Fund Manager(s)
- John Emerson
- Erika Maschmeyer
- Daniel Cole
Price
Company Name |
Holding |
| WEST PHARMACEUTICAL SERV INC | 3.33 % |
| COLUMBIA SHORT TERM CASH FUND | 2.68 % |
| TECHNE CORP | 2.56 % |
| SITEONE LANDSCAPE SUPPLY INC | 2.41 % |
| CHURCHILL DOWNS INC | 2.38 % |
| PAYCOM SOFTWARE INC | 2.26 % |
| WINGSTOP INC | 2.18 % |
| SKYLINE CHAMPION CORP | 2.15 % |
| REPLIGEN CORP | 2.13 % |
| BRIGHT HORIZONS FAMILY SOLUTIONS | 2.1 % |
| More |
Documents
Performance
YTD
-
3 Year
-22.76%
5 Year
-32.98%
Best
46.26%
2003
Worst
-37.87%
2022
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | - | 10% | -16.7% | 5.8% | -27% | 16.7% | 3.8% | 5.3% | -6.1% | 5.1% |
| Q2 | - | -0.6% | -28.8% | 46.1% | 22.7% | -3.2% | 13.9% | 5.8% | 7.4% | 2% |
| Q3 | - | - | 1.2% | -34.7% | -0.1% | -3.2% | 3.6% | 4.5% | 4.7% | -10.4% |
| Q4 | - | - | 3.5% | 0.6% | -10.4% | 2.9% | -17.8% | 1.3% | 7.1% | 2% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | - | - | - | - | - | - | - | - | - | - | - | - |
| 2023 | 9.8% | -0.1% | 0.3% | -0.6% | - | - | - | - | - | - | - | - |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 0% | 9% | -38% | -25% | 16% | 14% | -2% | 19% | 13% | -2% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| LAUAX | - | 9% | -38% | -25% | 16% | 14% | -2% | 19% | 13% | -2% |
| Russell 2000 | - | - | -32% | 2% | 34% | 28% | -10% | 21% | 10% | -2% |
| Alpha | - | 9% | -6% | -28% | -18% | -14% | 8% | -2% | 3% | 0% |