Summary
Link
Directors
Oct 13, 2023- Alan S. Bernikow
- Richard R. Burt
- Heather R. Higgins
- Bernard H. Garil
- David R. Malpass
- Virginia G. Breen
Chief Compliance Officer
- Leesa Merrill
Fund Manager(s)
- Mabel Lung
- Fred Lee
- Brandon Nelson
- Bruce Jacobs
- Kenneth Levy
- Gina Toth
- Mayoor Joshi
- Ross Johnson
- Ed Eccles
- Chris Andersen
Price
Company Name |
Holding |
Globant SA | 1.61 % |
Kadant Inc | 1.29 % |
Repligen Corp | 1.1 % |
Exponent Inc | 0.96 % |
Workiva Inc | 0.93 % |
WillScot Holdings Corp | 0.86 % |
Manhattan Associates Inc | 0.83 % |
Alkami Technology Inc | 0.8 % |
Doximity Inc | 0.79 % |
DoubleVerify Holdings Inc | 0.78 % |
More |
Performance
YTD
3.8%
3 Year
-42.1%
5 Year
-16.59%
Best
80.55%
1999
Worst
-43.74%
2008
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|
Q1 | 7.3% | 7% | -12.7% | 8.6% | -24.2% | 16.2% | 5.9% | 8.1% | -7.2% | 5.8% |
Q2 | -6% | 4.8% | -18.9% | 6.1% | 33.8% | 1.5% | 11.2% | 5.8% | 3.9% | 3.2% |
Q3 | - | -6.5% | -0.3% | -33.6% | -0.6% | -4.3% | 7.8% | 2.3% | 6.5% | -11.1% |
Q4 | - | 11.4% | 3.9% | 0.9% | 29% | -6.5% | -18.5% | 4.3% | 0.5% | 0.6% |
J | F | M | A | M | J | J | A | S | O | N | D | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | -1.9% | 7.2% | 2% | -3.3% | - | - | - | - | - | - | - | - |
2023 | 8.8% | -0.8% | -0.9% | -2.1% | -0.9% | 8.1% | 4% | -4.2% | -6.1% | -8.2% | 9.7% | 9.7% |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
---|---|---|---|---|---|---|---|---|---|---|---|
4% | 16% | -27% | -23% | 30% | 7% | 0% | 23% | 3% | -2% |
Alpha
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|
PCSGX | 4% | 16% | -27% | -23% | 30% | 7% | 0% | 23% | 3% | -2% |
Russell Midcap | 4% | 25% | -27% | 12% | 35% | 34% | -6% | 24% | 6% | -1% |
Alpha | -1% | -9% | 1% | -35% | -5% | -27% | 6% | -1% | -3% | -1% |