Description

This fund aims to generate significant long-term growth in capital. Its primary investment focus is on the common shares of smaller, U.S.-based companies. A core principle of its strategy is to allocate at least 80% of its net assets—including any funds acquired through borrowing for investment purposes—to these small-cap enterprises. The fund's managers utilize a dedicated small-capitalization investment approach, primarily selecting holdings from the companies listed within the Russell 2000® Index. While the portfolio predominantly consists of equity securities issued by domestic entities, the fund is not strictly limited to these types of investments.