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
Directors
May 31, 2023- James G. Polisson
- Timothy J. Penny
- Isaiah Harris, Jr.
- Olivia S. Mitchell
- David F. Larcker
- Pamela Wheelock
- Jane A. Freeman
- William R. Ebsworth
Chief Compliance Officer
- Christopher Baker
Fund Manager(s)
Price
Company Name |
Holding |
| Stericycle Inc | 2.68 % |
| LivaNova PLC | 2.64 % |
| ALLSPRING GOVERNMENT MONEY MAR | 2.23 % |
| Ashland Inc | 2.12 % |
| Integer Holdings Corp | 2.09 % |
| Azenta Inc | 2.09 % |
| Essent Group Ltd | 2.04 % |
| Westlake Corp | 2.03 % |
| Air Lease Corp | 2.01 % |
| Olin Corp | 1.98 % |
| More |
Performance
YTD
-6.9%
3 Year
-41.65%
5 Year
-31.19%
Best
24.53%
2009
Worst
-33.69%
2022
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | -6.9% | 2.2% | -8.2% | -11.3% | -37.2% | 15% | 0.5% | 1.4% | 0.8% | 2.6% |
| Q2 | - | 0.7% | -16.9% | 30.1% | 25.9% | 0.8% | 5.6% | -1.1% | 1.8% | 1.4% |
| Q3 | - | -6% | -4.1% | -20.1% | 6.3% | -2.3% | 1% | 5.1% | 6.6% | -11.7% |
| Q4 | - | 13.2% | -9.4% | 3.2% | 29.2% | 1.7% | -19.7% | 2.4% | 11.6% | 1.9% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -2.9% | -4.1% | - | - | - | - | - | - | - | - | - | - |
| 2023 | 10% | -2.4% | -4.8% | -2.8% | -4.3% | 8.2% | 4% | -3.9% | -5.9% | -6.9% | 9.6% | 9.5% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -7% | 8% | -34% | -5% | 9% | 18% | 0% | 9% | 22% | -6% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| WSCDX | -7% | 8% | -34% | -5% | 9% | 18% | - | 9% | 22% | -6% |
| Russell 2000 | - | - | -15% | 26% | 2% | 20% | -15% | 6% | 29% | -9% |
| Alpha | -7% | 8% | -18% | -31% | 6% | -2% | - | 3% | -7% | 3% |