| NASDAQ (NMS) Exchange | US Country |
This investment fund focuses on pursuing its objective by primarily channeling its investments into small- and medium-sized companies that demonstrate high growth potential. By defining small- and medium-sized companies as those whose market capitalization mirrors the range of companies listed in the Russell 2500® Growth Index at the point of the initial purchase, the fund establishes a clear parameter for its investment strategy. Besides investing in these companies, it maintains the flexibility to allocate funds into larger companies if they exhibit significant growth prospects. This strategic blend allows the fund to diversify its portfolio and optimize growth opportunities. Additionally, it explores opportunities beyond domestic borders by including foreign securities within its investment spectrum, which may extend to emerging markets, thus offering a broadened exposure to global growth dynamics.
The core focus of the fund lies in investing a significant portion of its equity assets in small- and medium-sized enterprises (SMEs). These businesses are meticulously selected based on their market capitalization, which aligns with the parameters set by the Russell 2500® Growth Index. This strategy is designed to tap into the growth potential inherent in SMEs, which often exhibit quicker adaptability and higher growth rates compared to their larger counterparts.
In addition to SMEs, the fund broadens its investment horizon to include larger companies that present clear growth potential. This approach allows the fund to balance its portfolio with investments that, while possibly less volatile, can still offer substantial growth over time. By incorporating these larger companies, the fund ensures a diversified investment strategy that can adapt to various market conditions and capitalize on broader growth opportunities.
Recognizing the importance of geographic diversification, the fund ventures into international markets by investing in foreign securities, including those within emerging markets. This move is strategic in expanding the fund's growth opportunities beyond domestic confines. By tapping into emerging markets, the fund potentially gains access to rapidly growing economies which could offer higher returns compared to more established markets, albeit with a higher risk profile. This global investment approach is aimed at investors seeking to diversify their portfolio on an international scale.