Summary
The fund seeks capital appreciation in the long term by investing in small-and micro-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 both value-priced and aggressive growth stocks.
The team favors companies that have demonstrated above-average growth in revenues and/or earnings, and possess relat
Link
Fund Manager(s)
Price
Performance
YTD
0.3%
3 Year
-27.27%
5 Year
1.63%
Best
63.48%
2003
Worst
-46.93%
2008
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 4.5% | 6.6% | -6.4% | 37.4% | -37% | 7.8% | 0.6% | -3.1% | -3% | -0.6% |
| Q2 | -0.4% | 4.4% | -15.1% | 3.4% | 25.5% | -4.1% | 7.7% | 2.1% | 2.3% | 1.1% |
| Q3 | - | -5.3% | -2.8% | -16.1% | 7.2% | 1% | -2.9% | 5.7% | 13.1% | -11.6% |
| Q4 | - | -0.4% | 5.3% | 9.4% | 12.4% | -0.1% | -20.2% | 0.5% | 12.5% | 5.7% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -2.5% | 0.6% | 6.6% | -4.4% | - | - | - | - | - | - | - | - |
| 2023 | 8.7% | -1.6% | -0.3% | -3.7% | 1.9% | 6.4% | 3.7% | -2.5% | -6.3% | -3.7% | -5.1% | 7.8% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 0% | 4% | -19% | 14% | 9% | 5% | -18% | 7% | 26% | -6% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| PRCGX | 0% | 4% | -19% | 14% | 9% | 5% | -18% | 7% | 26% | -6% |
| Russell 2000 Index | - | - | -26% | 14% | 18% | 24% | -12% | 13% | 19% | -6% |
| Alpha | 0% | 4% | 7% | 1% | -9% | -18% | -5% | -7% | 7% | -0% |