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 securities of small-cap companies, and in derivatives and other instruments that have economic characteristics similar to such securities.
The team then ranks securities within each sector to
Link
Fund Manager(s)
Price
Documents
Performance
YTD
4.5%
3 Year
-1.88%
5 Year
51.99%
Best
25.34%
2019
Worst
-16.14%
2022
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 6.8% | 3.6% | -5.8% | 6.2% | -30.6% | 11.8% | -0.7% | 3.9% | -0.2% | 3% |
| Q2 | -6.1% | 5.4% | -15.4% | 10.6% | 28.4% | 2.1% | 10.7% | 2.7% | 3% | 0.2% |
| Q3 | - | -4.7% | -2.8% | -6.9% | 3.6% | -0.1% | 2.7% | 4.6% | 4.6% | -11.8% |
| Q4 | - | 13.8% | 8.3% | 4.5% | 27.5% | 8.3% | -19.1% | 0.5% | 9.5% | 3.1% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -2.7% | 5% | 4.6% | -7% | - | - | - | - | - | - | - | - |
| 2023 | 8.4% | -0.7% | -3.8% | -1.8% | -2.1% | 9.6% | 4.8% | -3.3% | -6% | -7.7% | 9.3% | 11.3% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 5% | 17% | -16% | 13% | 19% | 25% | -11% | 14% | 18% | -6% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| OSCAX | 5% | 17% | -16% | 13% | 19% | 25% | -11% | 14% | 18% | -6% |
| Russell 2000 Index | - | - | -26% | 14% | 18% | 24% | -12% | 13% | 19% | -6% |
| Alpha | 5% | 17% | 10% | -1% | 1% | 2% | 1% | 0% | -2% | -0% |