Description

The fund's objective is achieved by allocating a minimum of 50% of its equity portfolio to smaller and mid-sized companies. It also has the flexibility to invest in larger corporations that exhibit significant growth potential. For the purpose of this fund, portfolio managers classify small and mid-sized businesses as those whose market capitalization, at the moment of purchase, aligns with the range of companies found within the Russell 2500® Growth Index. Furthermore, the fund is permitted to invest in international securities, which may encompass holdings in emerging markets.