Description

This fund aims to meet its financial goals by primarily allocating a substantial portion—at least 80%—of its total assets to U.S.-based companies. These companies typically have market values similar to those found within the Russell 2000 Index. The investment strategy employed is a value-oriented approach, focusing on firms whose stock prices appear undervalued when compared to fundamental financial indicators like earnings and book value. It is also common for these value-centric investments to offer dividend yields that are higher than average.