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| Returns | 1D | 1M | 3M | YTD | 1Y | 3Y | 5Y | MAX |
|---|---|---|---|---|---|---|---|---|
| Total return | ▼ −0.0% | ▲ +0.1% | — | — | — | — | — | ▼ −2.8% |
| Peer average | ▲ +1.0% | ▲ +3.6% | ▲ +0.2% | ▲ +13.6% | ▲ +14.5% | ▲ +66.0% | ▲ +43.1% | — |
| S&P 500 · VOO | ▼ −0.4% | ▲ +0.9% | ▲ +3.3% | ▲ +13.8% | ▲ +13.3% | ▲ +88.8% | ▲ +81.9% | — |
The Fund seeks long-term growth of capital. The investment adviser employs an active, quantitative approach to evaluate mid-capitalization growth companies based on fundamental and market factors and construct a portfolio of securities featuring characteristics expected to be favored in the prevailing market environment. Under normal circumstances, the Fund invests at least 80% of its net assets in equity securities of mid-cap growth companies.
Distribution yield and SEC yield use different methodologies. Payouts may include income, capital gains, or return of capital.
Verified payout history is unavailable.
Estimated annual expense excludes trading costs and assumes constant assets. Fee waivers and fund costs can change.
Historical risk measures describe past behavior and do not predict future returns.
Hear the strategy from the people behind AEMG.