Description

The fund's core strategy involves allocating a minimum of 50% of its stock holdings to small and mid-sized enterprises. It retains the flexibility to also invest in larger corporations that exhibit robust growth potential. For classification purposes, the portfolio managers define small and mid-sized companies as those whose market capitalization falls within the range of the Russell 2500® Growth Index at the point of their initial acquisition. Furthermore, the fund is permitted to invest in international securities, including those found in emerging markets.