Description

This fund's primary strategy involves dedicating a minimum of 80% of its total net assets (which may include capital acquired through borrowing for investment purposes) to common stock issued by smaller American companies. Specifically, "small-capitalization companies" are identified as those whose market value, at the time of acquisition, aligns with the market capitalization spectrum covered by the S&P SmallCap 600 Total Return Index. This particular S&P index is a broadly recognized standard for evaluating the performance of small-cap equities and undergoes ongoing adjustments.