Description

Under typical market conditions, this fund commits at least 80% of its overall assets (including any capital obtained through borrowing for investment purposes) to the stocks of U.S. companies. These enterprises typically possess small market capitalizations, generally aligning with those of the companies comprising the Russell 2000® Index at the moment of acquisition. Furthermore, the fund retains the option to allocate capital to real estate investment trusts (REITs) and master limited partnerships (MLPs).