Dana Epiphany Small Cap Equity Fund Institutional Class (DSCIX)

Overview

This investment fund is a comprehensive financial entity designed to cater to investors looking to leverage the potential of small capitalization companies within the United States. Employing a disciplined and risk-controlled investment process, the fund primarily targets publicly-traded equity securities. It is structured to predominantly support the investment objective of diversification and growth by concentrating on a portfolio that firmly stands on the principles of equity and managed risk. The fund sets a benchmark wherein at least 80% of its net assets are dedicated to investments in small cap companies, aiming to replicate or resonate with the dynamics observed within the Russell 2000® Index spectrum at the time of purchase. This strategy not only highlights its commitment to small capitalization entities but also underlines a significant emphasis on U.S. issuers, ensuring a focused investment avenue for its subscribers.

Products and Services

• Publicly-Traded Equity Securities

  The fund invests in publicly-traded equity securities, offering investors an opportunity to gain exposure to the stock market. By focusing on equity investments, the fund aims to achieve growth over the long term, aligning with investors' objectives who seek capital appreciation.

• Small Capitalization Company Investments

  Specializing in small cap investments, the fund dedicates at least 80% of its net assets to acquiring equity securities of small capitalization companies. These companies are defined within the range of those included in the Russell 2000® Index at the time of the purchase, aiming to harness the growth potential that small cap companies often present.

• Diversified Equity Portfolio

  With an emphasis on diversification, the fund spreads its investments across a variety of sectors within the realm of small cap companies. This strategy is designed to mitigate risk by not overly concentrating assets in a single sector or stock, thereby aiming for a steadier performance across various market conditions.

• Emphasis on U.S. Issuers

  The primary focus of the fund is on equity securities of U.S. issuers, responding to the investment needs of those who prefer to invest in domestic markets. This approach leverages the fund's expertise in the U.S. market, aiming to capitalize on local economic and sectoral trends beneficial to its investors.