Fisher Investments Institutional Group U.S. Small Cap Equity Fund (IUSCX)

Overview

The fund, managed by Fisher Asset Management, LLC, specifically targets investment in small cap U.S. companies. By focusing on this sector, the fund aims to achieve its investment objectives through a portfolio primarily consisting of equity securities. The strategic approach involves dedicating at least 80% of its assets towards the common stocks of these small cap entities. The definition of 'small cap' is based on the market capitalization range of companies included in the fund's benchmark index, ensuring a focused investment strategy within the specified market segment.

Products and Services

• Equity Securities of Small Cap U.S. Issuers

  The core product of the fund is its investment in equity securities of small cap issuers located in the United States. This investment strategy is designed to capitalize on the growth potential of small cap companies by leveraging the expertise of Fisher Asset Management, LLC. By focusing on this segment, the fund aims to offer investors the opportunity to benefit from the potential higher returns associated with small cap investments, within the framework of a well-managed portfolio.

• Common Stocks Investment

  A significant portion of the fund's assets, at least 80%, is allocated towards the purchase of common stocks of U.S. small cap companies. This emphasizes the fund's commitment to investing in the underlying equity of small businesses that show promise and potential for growth. This approach is geared towards investors who are looking for focused exposure to the small cap market segment, under the guidance and expertise of the fund's investment adviser.