Description

This fund aims to achieve substantial long-term capital appreciation. It primarily pursues this goal by allocating at least half of its equity assets to companies with small to medium market capitalizations. Management defines these firms as those whose market value falls within the range of the Russell 2500® Growth Index at the point of initial investment. Additionally, the fund may invest in larger corporations that demonstrate strong potential for growth. Its investment scope also includes foreign securities, with the possibility of exposure to companies in emerging markets.