Description

This fund primarily focuses its investments on the common stock of small-capitalization U.S. companies. Its investment advisor implements a growth-focused strategy for smaller companies, mainly selecting its holdings from the constituents of the Russell 2000® Growth Index. A core policy requires that a minimum of 80% of the fund's total net assets (including any funds borrowed for investment purposes) must be allocated to small company investments. The fund manager considers a small company to be one whose size is comparable to the companies listed on the Russell 2000® Growth Index.