| OTC PINK Exchange | United States Country |
This investment fund primarily focuses on medium-sized (mid-capitalization) companies with potential for high earnings growth. By dedicating at least 80% of its assets to a diverse portfolio of common stocks within this category, the fund targets entities that exhibit a faster rate of earnings growth than the average company. Investment decisions are guided by the Sub-Adviser’s comprehensive analysis, aiming to identify companies with significant growth prospects within the defined market capitalization range. The benchmark for defining mid-capitalization companies includes those that fall within the capitalization range of companies listed in the S&P Mid Cap 400 Index or the Russell MidCap® Growth Index at the time of acquisition.
This product focuses on investing in the common stocks of mid-capitalization companies. The selection of stocks is heavily influenced by the Sub-Adviser's expectation of the company’s faster-than-average earnings growth. Companies are chosen based on their market capitalization falling within the range of those included in the S&P Mid Cap 400 Index or the Russell MidCap® Growth Index at the time of purchase by the fund. This strategy is designed for investors seeking to capitalize on the growth potential of medium-sized companies.