| NASDAQ Exchange | US Country |
The company operates a mutual fund focused on investing in small cap U.S. companies. Under normal market conditions, it commits at least 80% of its net assets to equity securities of companies with small market capitalizations. The fund's investment adviser employs a specific criterion for defining small cap companies; they must have a market capitalization that does not exceed the size of the largest company included in the Russell 2000® Index at the time of investment. This assessment is based on the latest available index data from the end of the previous calendar quarter. This strategic focus on small cap companies is designed to capture growth opportunities within this segment of the market.
This product offers investors exposure to U.S. companies with small market capitalizations. The fund adheres to a guided strategy, investing at least 80% of its net assets into the equity securities of these companies. The selection process involves targeting companies that have a market capitalization within the range of the largest company represented in the Russell 2000® Index, using data as of the end of the prior calendar quarter. This approach aims to benefit from the potential growth opportunities in the small cap sector.