Summary
The fund seeks capital appreciation by investing in small-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 companies exhibiting above-average earnings growth potential or where significant changes are taking place, such as new products, services, or methods of distribution, or overall business restructuring
Link
Fund Manager(s)
Price
Performance
YTD
3.3%
3 Year
6.73%
5 Year
25.57%
Best
119.36%
1999
Worst
-35.32%
2008
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 7% | 2.7% | -4% | -12.3% | -22.3% | 15.2% | 1.4% | 2.4% | -3.5% | 6.1% |
| Q2 | -2.7% | 3.7% | -17.3% | 32.1% | 30.8% | -1.5% | 4.2% | 0.6% | 0.3% | -2.1% |
| Q3 | - | -1.2% | -6.6% | -19.5% | -3% | -4.5% | 3.8% | 6.1% | 6.9% | -8% |
| Q4 | - | 8.5% | 0.9% | 4.1% | 27.8% | 9.3% | -18.7% | 2.6% | 7.7% | 1.7% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -3.6% | 7.2% | 3.6% | -3.5% | - | - | - | - | - | - | - | - |
| 2023 | 8.6% | -0.2% | -5.4% | -1.6% | -1.5% | 7% | 5.1% | - | -6% | -4.9% | 8.5% | 3.9% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 3% | 13% | -25% | -3% | 26% | 20% | -14% | 13% | 11% | -3% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| WMKSX | 3% | 13% | -25% | -3% | 26% | 20% | -14% | 13% | 11% | -3% |
| Russell 2000 | - | - | -32% | 2% | 34% | 28% | -10% | 21% | 10% | -2% |
| Alpha | 3% | 13% | 6% | -5% | -8% | -7% | -4% | -8% | 1% | -1% |