Description

The fund's core mission is to achieve long-term growth in invested capital. Its strategy involves primarily investing in the common stocks of smaller companies, which it defines as those whose total market value falls within the range of companies included in the Russell 2000® Index at the time of the initial investment. Notably, the fund has the flexibility to continue holding or even increase its position in a company, even if that company's market capitalization later moves beyond the typical size range of the Russell 2000® Index. To minimize potential risks, the fund spreads its investments across a diverse portfolio of numerous companies and various industry sectors.