| NASDAQ (NMS) Exchange | US Country |
The company focuses on investing primarily in medium-sized companies, defining this category based on market capitalization. Specifically, it targets companies whose size falls within the range covered by the Russell 3000® Index but excludes the largest 100 companies from its consideration. This investment strategy is underpinned by the belief that medium-sized companies offer a unique combination of growth potential and market stability. The company commits at least 80% of the fund's net assets to investments in such entities, adhering strictly to this policy under normal market conditions to ensure a consistent approach to portfolio management.
This service includes investing in a carefully selected portfolio of medium-sized companies. These companies are chosen based on their market capitalization, which must align with the capitalization range set by the Russell 3000® Index, excluding the top 100 largest companies. This strategy aims to capitalize on the growth potential and resilience of medium-sized companies, providing investors with a balanced mix of risk and reward.