As of 10-31-2016

Highlights

  • Pursues long-term capital appreciation.
  • Invests primarily in growth stocks of small-cap U.S. companies.
  • Selects stocks primarily from companies that comprise the Russell 2000 Growth Index through a fundamentally based, quantitatively driven process.
  • Seeks to remove subjective and emotional influences from security selection and capitalize on market inefficiencies.

Key Investment Team


Facts

Symbol   QBSGX
Fund Number(s)   346
Newspaper Listing   MDTSmGB
CUSIP   31421R676
Benchmark   Russell 2000 Growth Index
Performance Inception Date   09-15-2005
Fiscal Year-End   7-31

Morningstar Ratings™

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    Funds in Category
Overall 655
3 Year 655
5 Year 591
10 Year 435
Based on risk adjusted total return. The overall rating is derived from a weighted average of the fund’s three-, five-, and ten-year average annual returns, as applicable.

Morningstar Category & Style

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Category Small Growth
Style