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Rank

Rank Universe

Summary

The fund seeks to appreciate capita through investing in mid-size companies in the U.S.

The fund is sub-advised by Kayne Anderson Rudnick Investment Management, LLC with a focus on investing in mid-size companies.

The investment process starts with companies in the market capitalization between $9 billion and $20 billion and then the analyst team screens a list of market leaders based on several financial metrics including More

Link

Fund Manager(s)

Price

  • $ 42.01 ( -0.2 )
    May 6, 2025
    Last Close
  • Net Assets
  • Holding

  • 52-Week High/Low
  • $48.8 - $36.47
  • Turnover
  • 28%
  • Expense Ratio
  • 2.03%

Documents

Prospectus

Annual Reports

Performance

YTD

-

3 Year

18.11%

5 Year

21.66%

Best

61.76%

2020

Worst

-45.44%

2008

Alpha

PSKCX Russell Midcap

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