This small-cap fund is built to win the -2-

The following performance comparison begins with the Calamos Timpany Small Cap Growth Fund, then the iShares Russell 2000 Growth ETF IWO, an exchange-traded fund that tracks the performance of the fund's performance benchmark index. Then there is the iShares Russell 2000 ETF IWM, which tracks the full Russell 2000 Index. There are the five peer funds with the highest five-year annual returns, among those available currently for direct purchase by new investors. All returns are through June 30, include reinvested dividends and capital-gain distributions, and are net of expenses and net of any sales charges. The funds' net expense ratios are in the right-most column.

 
Asset Name                                                       1-year return  3-year avg. return  5-year avg. return  10-year avg. return  Net expense ratio 
Calamos Timpani Small Cap Growth Fund; I                                 64.8%               34.6%               10.2%                18.3%              1.05% 
iShares Russell 2000 Growth ETF                                          38.6%               18.3%                5.5%                11.9%              0.24% 
iShares Russell 2000 ETF                                                 40.6%               18.4%                6.9%                11.5%              0.19% 
Needham Aggressive Growth Fund; Retail                                   89.2%               37.4%               22.7%                23.0%              1.64% 
Oberweis Small-Cap Opportunities Fund; Investor                          59.4%               24.2%               17.3%                19.5%              1.25% 
FullerThaler Behavioral Small-Cap Growth Fund; Institutional             71.2%               31.9%               16.0%                 0.0%              1.00% 
Carillon Chartwell Small Cap Growth Fund; I                              58.5%               31.8%               12.6%                 0.0%              0.95% 
Voya Small Cap Growth Fund; I                                            51.1%               22.5%               10.4%                15.7%              0.95% 
                                                                                                                                                  Source: LSEG 

Most of the share classes for mutual funds on this list are institutional share classes. This means they are distributed through investment advisers. The institutional share classes may also be available directly through certain brokerage platforms, and account minimums may vary depending on the relationships between the fund manager or distributor and the advisory or brokerage firm.

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