Description

This fund's core objective is to achieve capital growth, striving to increase the value of its holdings over time. Ordinarily, it primarily directs its investments towards equity securities issued by small-capitalization companies. While its main emphasis is on these smaller firms, the fund retains the flexibility to allocate capital across companies of varying market sizes, including micro-capitalization, mid-capitalization, and even large-capitalization businesses. A significant majority—at least 80%—of its total assets is typically dedicated to securities of small-capitalization companies situated within the United States. The fund's potential investments encompass common and preferred stocks, as well as over-the-counter (OTC) securities.