Summary
The fund seeks capital appreciation 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 invests in companies that demonstrate favorable growth prospects.
In addition, the team favors companies with high growth potential.
As part of the process, the team emphasizes a company&rsquo
Link
Fund Manager(s)
Price
Documents
Performance
YTD
10.9%
3 Year
-25.92%
5 Year
23.26%
Best
64.31%
1991
Worst
-31.26%
2022
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 12.8% | 6.1% | -16.1% | -14.5% | -15.9% | 19.1% | 4% | 8.7% | -5.8% | 7.4% |
| Q2 | -1% | 6.9% | -22.1% | 28% | 33.8% | 8.9% | 10.4% | 5.1% | 6.8% | 3.5% |
| Q3 | - | -6.9% | 2.6% | -15.8% | -2.7% | -4.7% | 8.7% | 5.6% | 4.6% | -9.6% |
| Q4 | - | 11.8% | 2.4% | 3% | 23% | 2.5% | -20.6% | 6.1% | -0.9% | 1.3% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.5% | 10.9% | 2.2% | -1.6% | - | - | - | - | - | - | - | - |
| 2023 | 7.5% | -0.5% | -0.8% | -0.6% | -1.8% | 9.5% | 1.6% | -2.2% | -6.4% | -7% | 9.6% | 8.8% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 11% | 17% | -31% | -5% | 35% | 29% | -4% | 29% | 4% | 0% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| OPOCX | 11% | 17% | -31% | -5% | 35% | 29% | -4% | 29% | 4% | - |
| Russell 2000 | - | - | -32% | 2% | 34% | 28% | -10% | 21% | 10% | -2% |
| Alpha | 11% | 17% | 0% | -8% | 1% | 1% | 6% | 8% | -6% | - |