The investment seeks long-term capital growth. The fund primarily invests in U.S. common stocks, and to lesser extent, foreign common stocks. It would invest in small-capitalization companies whose market capitalization are less than $3 billion at the time of acquisition, but may also invest a smaller portion in large capitalization companies. The adviser utilizes a combined approach of "top-down" analysis and "bottom-up" stock selection.
0.20 (1.87%) 