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U.S. small-cap equity

U.S. small-cap equity Click column headers to sort fields Product…

U.S. small-cap equity

Click column headers to sort fields



Product Name Quarterly return 1-year return 3-year return 5-year return 5-year std dev 5 Yr Sharpe Product Assets ($M) Manager Location

GW Capital Inc. – Small Cap Equity
8.81 36.33 -2.84 6.14 23.72 0.13 687 Team Bellevue, Wash.
Chartwell Investment Partners – Small Cap Value 7.42 30.33 -3.61 3.11 20.89 0.00 369 Team Berwyn, Pa.
Kayne Anderson Rudnick LLC – Small Cap Quality Value 7.39 28.26 -2.28 4.61 20.62 0.08 881 Team Los Angeles
Rice Hall James & Associates LLC – Small Cap Equity 6.82 38.78 -1.90 2.14 19.63 -0.04 541 Team San Diego
Fox Asset Management – Small Cap Value Equity 6.72 25.97 -0.53 4.07 19.10 0.05 490 Team Red Bank, N.J.
Kayne Anderson Rudnick LLC – Small Cap Core 6.55 32.11 -0.67 3.70 19.60 0.03 946 Team Los Angeles
Eagle Asset Management – Small Cap Growth – Retail 6.29 39.58 0.12 3.34 21.11 0.02 465 Team St. Petersburg, Fla.
Keeley Asset Management Corp. – Institutional Corporate Restructuring – Small Cap 6.23 31.61 -4.70 5.91 29.15 0.10 5,982 John Keeley Jr. Chicago
Riverbridge Partners – Small Cap Growth 6.23 36.19 1.32 4.65 20.96 0.08 1,157 Team Minneapolis
Earnest Partners – Small Cap Value 5.61 25.57 -5.41 0.93 20.73 -0.10 2,996 Paul Viera Atlanta
Russell 2000 3.87 27.17 -6.07 0.51 21.68 -0.12      

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