Summary
The fund seeks capital growth by investing in small-size companies in the U.S.
The fund invests in small-size companies that are growing at attractive rates and in the long-term are likely to be become or remain as leaders in their markets.
The growth-analysis focused investment process is designed to identify companies with portfolio of innovative products or services and attractive growth rates and free cash flows.
The fund has the flexibility to invest in companies in the benchmark but generally invests in co
Link
Fund Manager(s)
- William Monroe
Price
Documents
Performance
YTD
6.8%
3 Year
-9.24%
5 Year
64.28%
Best
41.21%
2020
Worst
-27.82%
2022
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 16.1% | 7.1% | -15.7% | -10.3% | -18% | 19.9% | 4.9% | 5.2% | -6.4% | - |
| Q2 | -5.1% | 8.3% | -17.7% | 19% | 32.5% | 9% | 12% | 3.1% | 1.2% | 1% |
| Q3 | - | -4.4% | 0.2% | -9.6% | 5.7% | -3.2% | 7.3% | 4.5% | 9.7% | -14.5% |
| Q4 | - | 12.4% | 3.8% | 3.4% | 22.8% | 6.2% | -19.3% | 5.4% | 4.8% | 4.9% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.2% | 12.5% | 3% | -5.9% | - | - | - | - | - | - | - | - |
| 2023 | 7.1% | 0.9% | -0.9% | 0.2% | -0.9% | 9.1% | 3% | -1.3% | -6% | -6.5% | 9.7% | 8.5% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 7% | 23% | -28% | -0% | 41% | 36% | -2% | 21% | 9% | 0% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| PLKGX | 7% | 23% | -28% | -0% | 41% | 36% | -2% | 21% | 9% | - |
| Russell 2000 | - | - | -32% | 2% | 34% | 28% | -10% | 21% | 10% | -2% |
| Alpha | 7% | 23% | 4% | -3% | 7% | 8% | 8% | -1% | -1% | - |