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The Russell 3000 Index

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7 documents available in our comprehensive collection of The Russell 3000 Index resources. Find practical guides, tutorials, and documentation to enhance your knowledge.

Preview of Market Insight Quarterly
PDF file

Market Insight Quarterly (MarketInsightQuarterly.pdf)

132 KBEN 5 pages
9% in the third quarter of 2020, with the Russell 3000 Index returning 9
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Preview of Q1 2021 Report
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Q1 2021 Report (shareholder-letter-smead-value-fund1.pdf)

8.59 MBEN 6 pages
22% for Q1 2021, outperforming the S&P 500 Index (6
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Preview of Annual Report 2024
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Annual Report 2024 (OF-Annual-f.pdf)

21.58 MBEN 60 pages
Osterweis Fund, Osterweis Strategic Income Fund, Osterweis Growth & Income Fund, Osterweis Emerging Opportunity Fund, Annual Report for the year ended March
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Preview of Q2 2019 Fund Report
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Q2 2019 Fund Report (Q2 2019 Alta Fox Capital Quarterly Letter.pdf)

328 KBconnor haleyEN 7 pages
The Alta Fox Opportunities Fund, L
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Preview of Small Core Equity Fact Sheet
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Small Core Equity Fact Sheet (1c5553_f6a12c707b7f45418ec8bcbaaf854b6a.pdf)

1.12 MBEN 3 pages
Granite Small Core Equity strategy has $1,665MM in assets, with a turnover of 56% and 2.38% cash.
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Preview of Comus Investment Report
PDF file

Comus Investment Report (Q22023.pdf)

97 KBEN 3 pages
- 2023 YTD return: 5.53% (Comus Gross), 4.29% (Comus Net) - Q2 2023 return: -2.43% (before fees), -3.06% (after fees) - Annualized return (since 2016): 12.79%...
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Preview of Morgan Stanley Investment Fund: USD Accumulating Share Class Overview
PDF file

Morgan Stanley Investment Fund: USD Accumulating Share Class Overview (PRP_LU2535287457_en_IE.pdf)

55 KBEN 3 pages
It aims for long-term growth by investing at least 70% in company shares and other securities
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