100 Independence,610 Market Street
Philadelphia , PA, 19106
Philadelphia , PA, 19106
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 positioned in new or emerging industries that exhibit the potential for higher growth.
MoreLink
Directors
Jun 14, 2023- Thomas K. Whitford
- Shawn K. Lytle
- Frances A. Sevilla-Sacasa
- Joseph W. Chow
- Janet L. Yeomans
- Christianna Wood
- John A. Fry
- Ann D. Borowiec
- Sandra A.J. Lawrence
- Joseph Harroz, Jr.
- H. Jeffrey Dobbs
- Jerome D. Abernathy
Chief Compliance Officer
- William Speacht
Fund Manager(s)
- Timothy Miller
- Kenneth McQuade
Price
- 52-Week High/Low
- $20.23 - $15.62
- Turnover
- 57%
- Expense Ratio
- 1.21%
Company Name |
Holding |
| CyberArk Software Ltd | 4.21 % |
| Parsons Corp | 2.88 % |
| ATI Inc | 2.71 % |
| Federal Signal Corp | 2.69 % |
| Clean Harbors Inc | 2.65 % |
| Onto Innovation Inc | 2.48 % |
| Red Rock Resorts Inc | 2.3 % |
| Vericel Corp | 2.22 % |
| Verra Mobility Corp | 2.15 % |
| Varonis Systems Inc | 2.01 % |
| More | 2.01 % |
Documents
Performance
YTD
-
3 Year
-39.01%
5 Year
-11.22%
Best
41.05%
2013
Worst
-37.63%
2008
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | - | 11.9% | 8.5% | -7.8% | 4.4% | -21.5% | 17.5% | 4.6% | 7.1% | -1.6% |
| Q2 | - | -2.7% | 3.7% | -21.8% | 5.5% | 27.9% | 4.8% | 9.8% | 5.6% | 5% |
| Q3 | - | - | -6% | -0.6% | -24.1% | 1.2% | -8.4% | 6.5% | 3.8% | 5.3% |
| Q4 | - | - | 4.1% | -2.8% | -3.1% | 27% | 3.3% | -18.7% | 4.5% | 4.5% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | - | - | - | - | - | - | - | - | - | - | - | - |
| 2024 | 0.2% | 9.4% | 2.1% | -3.3% | - | - | - | - | - | - | - | - |
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 0% | 8% | 10% | -30% | -19% | 29% | 17% | -4% | 24% | 14% |
Alpha
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| WSCYX | - | 8% | 10% | -30% | -19% | 29% | 17% | -4% | 24% | 14% |
| Russell 2000 | - | - | - | -32% | 2% | 34% | 28% | -10% | 21% | 10% |
| Alpha | - | 8% | 10% | 1% | -21% | -5% | -10% | 6% | 2% | 3% |