Description

Under typical market conditions, this fund allocates at least 80% of its total assets to companies with a small market capitalization. The fund's managers categorize small-cap firms as those whose market value is no greater than that of the largest company included in the Russell 2000 Growth Index. Through an investment methodology crafted by the fund's advisor, the portfolio managers aim to select stocks of these smaller businesses that they anticipate will appreciate significantly in value over an extended period.