Summary
The fund seeks capital appreciation by investing in small-size companies in the U.S.
The investment process starts with a list of companies in the benchmark index and then the research team narrows the investable universe to a list of companies that meet intermediate and long-term growth criteria. The team then delves into finding companies with durable earnings growth, high return on investment and attractive cash flow yields.
The team also reviews in-depth management strategy and looks for companies that have a potentia
Link
Fund Manager(s)
- Michael Sesser
- Peter Barsa
Price
Documents
Performance
YTD
-0.1%
3 Year
-26.35%
5 Year
11.82%
Best
43.15%
2013
Worst
-50.76%
2008
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 6.5% | 3.3% | -12.4% | -7.6% | -28.3% | 13.3% | -0.6% | 5.1% | -3.7% | 9.5% |
| Q2 | -2% | 5.7% | -18.7% | 18.3% | 30% | 0.8% | 8.1% | 3% | - | -0.5% |
| Q3 | - | -6.5% | -3.2% | -14% | 8.6% | -3.9% | 3.9% | 6.2% | 7.2% | -11.5% |
| Q4 | - | 11.5% | 5.8% | 4.2% | 24.9% | 7.7% | -20.9% | 3.6% | 4.3% | 0.2% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.8% | 4.2% | 4.1% | -6.2% | - | - | - | - | - | - | - | - |
| 2023 | 7.8% | -1.5% | -2.8% | -1.8% | -1.8% | 9.5% | 2.7% | -3.3% | -5.9% | -5.3% | 7.2% | 8.6% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0% | 13% | -27% | -2% | 26% | 20% | -15% | 20% | 8% | -3% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| SSDCX | -0% | 13% | -27% | -2% | 26% | 20% | -15% | 20% | 8% | -3% |
| Russell 2000 | - | - | -32% | 2% | 34% | 28% | -10% | 21% | 10% | -2% |
| Alpha | -0% | 13% | 5% | -4% | -7% | -8% | -5% | -1% | -3% | -1% |