Description

This actively managed fund strategically invests across a wide array of U.S. companies with smaller market valuations, targeting those identified by its managers as having strong potential for superior returns. The investment strategy employs a sophisticated, computer-aided process to select stocks, aiming to build a portfolio that mirrors the risk profile of its benchmark index while simultaneously seeking to outperform it. A notable risk of this fund is its concentration in smaller companies, a market segment that can exhibit considerable unpredictability. As a result, investors should be prepared for potential fluctuations in its year-to-year performance. It may be an appropriate choice for individuals who hold a well-diversified, long-term investment portfolio and wish to gain exposure to the small-capitalization equity market.