Description

This fund commits a minimum of 80% of its capital to a wide array of U.S. stocks from small and mid-sized companies. The investment manager classifies small and mid-cap issuers based on their market capitalization aligning with the Russell 2500TM Index's range at the point of purchase. Additionally, the manager incorporates an analysis of financially significant environmental, social, and governance (ESG) aspects into the fund's investment selection process.