As of 10-31-2017

Highlights

  • Pursues long-term capital appreciation.
  • Invests primarily in growth and value stocks of small-cap U.S. companies.
  • Selects stocks primarily from companies that comprise the Russell 2000 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   QLSCX
Fund Number(s)   223
Newspaper Listing   MDTSmCL
CUSIP   31421R627
Benchmark   Russell 2000 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 559
10 Year 394
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 Blend
Style