| NASDAQ (NMS) Exchange | United States Country |
The company operates a specialized investment fund that primarily targets medium-sized companies for its investment portfolio. By adhering to a specific investment strategy under normal market conditions, the fund commits at least 80% of its net assets to companies that are considered medium-sized. For the purpose of this fund, medium size is defined by the market capitalization range that aligns with the Russell 3000® Index, specifically targeting those companies that do not fall within the largest 100 entities of this index. This strategic focus allows the fund to potentially capitalize on the growth and flexibility often found in medium-sized businesses, offering a unique investment opportunity to its clients.
This product is at the core of the company's offerings, involving the creation and management of investment portfolios composed predominantly of medium-sized companies. These companies are selected based on their market capitalizations fitting within the specific range of the Russell 3000® Index but outside the top 100 entities by size. This service targets investors seeking to diversify their investments by including medium-sized companies with potential for growth and resilience, aiming for a blend of stability and technical innovation that these companies often present.