Description

The fund's primary strategy for achieving its objectives involves allocating a minimum of 80% of its net assets, including any borrowed capital utilized for investment, to the equity securities of small and medium-sized U.S. enterprises. The investment advisor currently defines small-cap and mid-cap companies as those possessing a total market capitalization no greater than that of the largest company featured in the Russell 2500™ Growth Index, which serves as the fund's established benchmark.