Most funds have multiple share classes. Only one share class per fund is shown below, but different share classes of a fund may have different returns. You should review all the share classes of a fund and choose the one which best meets your investment objectives.
| Fund Name | Morningstar Risk | YTD Return (%) | 1-Year Return (%) | 3-Year Return (%) | 5-Year Return (%) | 10-Year Return (%) |
|---|---|---|---|---|---|---|
| Janus Orion | Average | -8.92 | 1.79 | 16.36 | 17.90 | -- |
| American Century Heritage Inst | Above Average | -10.75 | 6.20 | 19.02 | 17.09 | 10.56 |
| Baron Partners | Above Average | -12.25 | -10.45 | 7.95 | 17.09 | -- |
| BlackRock U.S. Opportunities Instl | Above Average | -7.01 | 1.90 | 12.71 | 16.60 | 17.42 |
| BB&T Special Opportunities Equity Inst | Low | -0.17 | 3.33 | 11.73 | 15.68 | -- |
| Hodges | Above Average | -9.52 | -8.68 | 7.37 | 15.24 | 8.30 |
| Rainier Small/Mid Cap Equity Instl | High | -11.94 | -8.01 | 10.19 | 14.27 | -- |
| Janus Aspen Mid Cap Growth Instl | Average | -6.44 | 1.66 | 11.32 | 14.21 | 6.26 |
| ING FMR Diversified Mid Cap S | Below Average | -8.14 | -3.59 | 8.18 | 14.13 | -- |
