| NASDAQ (NMS) Exchange | United States Country |
The company operates a mutual fund specializing in investments in medium-sized companies, focusing primarily on those with market capitalizations that fall within the range of the Russell 3000® Index once the largest 100 companies are excluded. By adhering to this criterion, the company seeks to balance risk and reward by targeting a segment of the market that it believes offers significant growth potential. The policy of investing at least 80% of the fund's net assets in such companies demonstrates a strong commitment to this segment, suggesting a strategy that aims to leverage the unique opportunities that medium-sized companies can offer, such as agility, growth potential, and niche market leadership.
The company’s main offerings revolve around investment opportunities in medium-sized companies through its tailored mutual fund. Below is a detailed look at their primary product: