The investment seeks to long-term capital appreciation. The fund normally invests in a focused group of 12 to 25 common stocks issued primarily by small to mid-sized U.S. companies that the Adviser believes represent the best equity investment opportunities identified by the Adviser. To a lesser extent, it may invest in other securities, including obligations issued or guaranteed by the U.S. government, its agencies or instrumentalities. The fund is nondiversified.
0.26 (2.93%)