Description

This fund's principal goal is to achieve significant capital appreciation for its shareholders. It dedicates at least 80% of its total assets to investing in the equity securities of companies that qualify as small-capitalization firms at the point of initial purchase. The investment strategy primarily targets common stocks of businesses that the Adviser anticipates will demonstrate accelerated revenue expansion and a superior rate of earnings growth. For this fund, the Adviser currently defines small-cap companies as those with a market valuation of $3 billion or less for their common stock at the moment of investment.