| NASDAQ (NMS) Exchange | US Country |
The fund operates with a concise investment objective, primarily focusing on allocating a significant portion of its equity assets, at least 50%, towards small- and medium-sized companies showcasing strong growth potential. Distinguished by its strategic investment criteria, the fund identifies suitable companies based on their market capitalization, which ought to align with the spectrum covered by the Russell 2500® Growth Index at the time of the initial purchase. This method ensures a dynamic and growth-oriented investment approach, adaptable to market changes. Additionally, the fund is not confined to domestic markets alone. It extends its reach to international markets, including emerging markets, thereby diversifying its portfolio and potentially enhancing returns for investors through exposure to global growth opportunities.
The core of the fund's strategy revolves around investing in small- and medium-sized enterprises (SMEs). These enterprises are identified based on their market capitalization aligning with the Russell 2500® Growth Index. This focus allows investors to tap into the high growth potential of SMEs, which are often in their expanding stages.
Apart from SMEs, the fund also strategically invests in larger companies that exhibit strong potential for growth. This diversification ensures that the portfolio balances high-growth prospects with the stability offered by established companies.
The fund diversifies its investment portfolio by incorporating foreign securities, including those from emerging markets. This international exposure allows the fund to benefit from global growth trends, offering a broader investment perspective and potentially higher returns through geographical diversification.