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 Year
6.73%
5 Year
25.57%
Best
119.36%
1999
Worst
-35.32%
2008
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | - | 7% | 2.7% | -4% | -12.3% | -22.3% | 15.2% | 1.4% | 2.4% | -3.5% |
| Q2 | - | -2.7% | 3.7% | -17.3% | 32.1% | 30.8% | -1.5% | 4.2% | 0.6% | 0.3% |
| Q3 | - | - | -1.2% | -6.6% | -19.5% | -3% | -4.5% | 3.8% | 6.1% | 6.9% |
| Q4 | - | - | 8.5% | 0.9% | 4.1% | 27.8% | 9.3% | -18.7% | 2.6% | 7.7% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | - | - | - | - | - | - | - | - | - | - | - | - |
| 2024 | -3.6% | 7.2% | 3.6% | -3.5% | - | - | - | - | - | - | - | - |
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 0% | 3% | 13% | -25% | -3% | 26% | 20% | -14% | 13% | 11% |
Alpha
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| WMKSX | - | 3% | 13% | -25% | -3% | 26% | 20% | -14% | 13% | 11% |
| Russell 2000 | - | - | - | -32% | 2% | 34% | 28% | -10% | 21% | 10% |
| Alpha | - | 3% | 13% | 6% | -5% | -8% | -7% | -4% | -8% | 1% |