Summary
The fund seeks capital appreciation in the long term by investing in small-size companies in the United States.
The sub-adviser’s 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 focuses on companies that exhibit future earnings growth or growth of capital characteristics.
Then the manager constructs a portfolio of stocks from a list of compa
Link
Fund Manager(s)
- John Thornton
- Ryan Crane
- Samuel Chase
- Kelly Ranucci
- John Keller
Price
Documents
Performance
YTD
5.3%
3 Year
-33.93%
5 Year
-3.71%
Best
43.01%
2013
Worst
-40.05%
2008
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 9.6% | 6.3% | -12.5% | -14.7% | -22.2% | 15.4% | 6.8% | 4.7% | -5% | 3.9% |
| Q2 | -3.2% | 5% | -19.4% | 28.6% | 37.7% | 5.7% | 13.4% | 3.5% | 6.4% | 1.3% |
| Q3 | - | -4.9% | -1.9% | -15.9% | -5.8% | -6.1% | 10% | 5.3% | 8.9% | -12.6% |
| Q4 | - | 12.1% | -8.2% | 3.1% | 24% | -4.1% | -21.2% | 3.6% | - | 3.5% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.9% | 9.1% | 2.5% | -3.9% | - | - | - | - | - | - | - | - |
| 2023 | 8.9% | -2% | -0.5% | -2.4% | -0.6% | 8.3% | 2.3% | -1.2% | -5.9% | -4.9% | 10% | 6.4% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 5% | 18% | -36% | -5% | 25% | 11% | 2% | 19% | 10% | 0% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| STSIX | 5% | 18% | -36% | -5% | 25% | 11% | 2% | 19% | 10% | - |
| Russell 2000 | - | - | -32% | 2% | 34% | 28% | -10% | 21% | 10% | -2% |
| Alpha | 5% | 18% | -5% | -7% | -9% | -16% | 12% | -2% | -0% | - |