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 invests in companies that are underpriced and demonstrating attractive growth prospects.
As part of its analysis, the team relies on a company’s private market
Link
Fund Manager(s)
Price
Performance
YTD
-5.5%
3 Year
-35.21%
5 Year
-22.94%
Best
34.87%
2013
Worst
-34.15%
2008
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | -5.5% | 2.4% | -8% | 10% | -37.1% | 15.2% | 0.7% | 1.6% | 1% | 2.9% |
| Q2 | - | 0.8% | -16.7% | 5.3% | 26.2% | 1% | 5.8% | -0.9% | 2.1% | 1.7% |
| Q3 | - | -5.8% | -3.9% | -17.6% | 6.4% | -2.1% | 1.3% | 5.4% | 6.9% | -11.4% |
| Q4 | - | 13.8% | -6.1% | 3.5% | 29.5% | 2.6% | -19.5% | 2.6% | 11.8% | 2.1% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -2.9% | -2.8% | - | - | - | - | - | - | - | - | - | - |
| 2023 | 10% | -2.3% | -4.7% | -2.8% | -4.2% | 8.3% | 4% | -3.8% | -5.8% | -6.9% | 9.7% | 9.9% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -6% | 9% | -31% | -1% | 9% | 20% | -16% | 10% | 23% | -5% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| WFSDX | -6% | 9% | -31% | -1% | 9% | 20% | -16% | 10% | 23% | -5% |
| Russell 2000 | - | - | -15% | 26% | 2% | 20% | -15% | 6% | 29% | -9% |
| Alpha | -6% | 9% | -16% | -27% | 7% | 0% | -1% | 4% | -6% | 4% |