The investment seeks long-term capital appreciation. The fund normally invests at least 80% of (plus borrowings for investment purposes) in a diversified portfolio of equity securities that, when purchased, have market capitalizations that are similar to those of companies in the Russell 2000 Value index. It may also invest in ADRs. The fund also may invest a portion of assets in options and futures contracts. These instruments may be used to hedge the Fund's portfolio, to maintain exposure to the equity markets or to increase returns.
0.16 (1.26%)