Description

The fund primarily aims for its investment goal by allocating at least half of its stock portfolio to businesses categorized as small or mid-sized. It also has the flexibility to invest in larger corporations that show significant growth prospects. Portfolio managers define small and mid-sized companies as those whose market capitalization falls within the scope of the Russell 2500® Growth Index at the time of purchase. Furthermore, the fund is authorized to invest in foreign equities, potentially including those from developing economies.