Description

This fund utilizes a market-capitalization weighting methodology to invest in a broad and diversified selection of readily tradable stocks from smaller American companies. The investment advisor focuses on identifying these small-cap firms based on their robust profitability and their competitive pricing compared to other U.S. small-cap entities at the time of acquisition. As a standard practice, not a fundamental mandate, the portfolio aims to allocate at least 80% of its net assets to U.S. small-capitalization securities under typical market circumstances.