Description

The primary objective of this investment vehicle is the long-term appreciation of capital. Its portfolio predominantly focuses on the common stocks of smaller companies, specifically those with a total market capitalization falling within the range of the Russell 2000® Index at the time of initial purchase. Even if a company's market value later exceeds this index's parameters, the fund maintains the flexibility to retain or expand its holding in that company. To mitigate overall risk, the fund employs a strategy of broad diversification across various companies and industries.