Equity

BRINC

ING Small Company 529 Option

Overview

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Performance

Performance

  • Returns

  1y 3y 5y 10y Incept. Performance data for certain classes of shares of certain funds are based on pre-class inception information dating back to an older class of fund shares. This information may be considered when assessing a fund's performance, but it does not represent actual performance of these classes of shares. The inception date noted under Key Fund Facts is the date the class of shares was incepted. See fund prospectus or fact sheet for details.
-17.11 3.64 2.61 - 8.61
-17.93 3.64 2.61 - 8.61
Benchmark (%) Index: Russell 2000 Index (Gross Total Return).<br /><br /> Index returns are for illustrative purposes only. Index performance returns do not reflect any management fees, transaction costs or expenses. Indexes are unmanaged and one cannot invest directly in an index. Past performance does not guarantee future results. -11.01 7.36 4.41 - 10.44
Morningstar Category Avg. (%) Static Small-Cap Equity -10.79 6.43 4.14 11.81 -
Morningstar Ranking Rankings are based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. 130/146 92/111 77/96 - -
Morningstar Quartile Rankings based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. 4 4 4 - -
  YTD 1m 3m 1y 3y 5y 10y Incept. Performance data for certain classes of shares of certain funds are based on pre-class inception information dating back to an older class of fund shares. This information may be considered when assessing a fund's performance, but it does not represent actual performance of these classes of shares. The inception date noted under Key Fund Facts is the date the class of shares was incepted. See fund prospectus or fact sheet for details.
-17.11 -12.83 -19.41 -17.11 11.33 13.72 - 114.82
-17.93 -13.70 -20.22 -17.93 11.33 13.72 - 114.82
Benchmark (%) Index: Russell 2000 Index (Gross Total Return).<br /><br /> Index returns are for illustrative purposes only. Index performance returns do not reflect any management fees, transaction costs or expenses. Indexes are unmanaged and one cannot invest directly in an index. Past performance does not guarantee future results. -11.01 -11.88 -20.20 -11.01 23.76 24.09 - 150.53
Morningstar Category Avg. (%) Static Small-Cap Equity -10.79 -11.80 -19.62 -10.79 20.57 22.50 205.28 -
The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted.

Growth of Hypothetical $10,000 The growth of hypothetical $10,000 chart reflects a hypothetical $10,000 investment and assumes reinvestment of dividends and capital gains. Fund expenses, including management fees and other expenses were deducted.

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Distributions

This fund does not have any distributions.

Key Facts

Key Facts

Net Assets as of Feb 15, 2019 $4,480,498
Size of Fund (Millions) $37.9 M
Share Class launch date Oct 05, 2009
Asset Class Equity
Benchmark Index Russell 2000 Index (Gross Total Return)
Shares Outstanding 182,092
Number of Holdings -

Ratings

Holdings

Holdings

Sorry, top holdings are not available at this time.

Portfolio Managers

Portfolio Managers

Arnab Mazumdar
Arnab Mazumdar
Portfolio Manager

Literature

Literature

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