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sector performance

Mid-Cap Core
Rank Fund Name Currency Loss
25 Thrivent Mid Cap Stock Fund;A USD -10.8%
26 Diamond Hill Small-Mid Cap Fund;I USD -10.9%
27 Champlain Mid Cap Fund;Advisor USD -11.2%
28 Lord Abbett Value Opportunities Fund;A USD -11.6%
29 Johnson Opportunity Fund USD -12.0%
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 5.5% 4.8%
2016 18.4% 2.4% 6.0% 5.0% 3.9%
2015 1.2% 3.7% 2.5% -9.7% 5.3%
2014 7.7% 1.1% 4.0% -2.2% 4.8%
2013 37.3% 14.4% 1.5% 8.2% 9.2%
2012 11.5% 11.2% -3.9% 3.4% 0.8%
2011 2.3% 9.0% 1.2% -16.8% 11.6%
2010 20.3% 5.7% -8.1% 10.5% 12.0%
2009 28.1% -7.9% 16.3% 14.5% 4.4%
2008 0.5% -23.9%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date30/06/2008
  • Share Class size605Mn
  • Base currencyUSD
  • ISINUS00764Q7447

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0

Charges

  • Annual management0.80%