iMGP Small Company Fund (PFSVX)

Overview

The Small Company Fund is specifically designed for investors looking to capitalize on the growth potential of smaller companies in the United States. The fund's investment strategy is managed by a selection of sub-advisors or managers, each tasked with identifying small-sized U.S. companies that display strong potential for appreciation. A significant portion of the fund's assets, at least 80%, is allocated to invest in these small-sized companies, which are classified based on their market capitalization at the time of acquisition. Additionally, to diversify its investment and possibly enhance returns, the Small Company Fund allows for up to 15% of its net assets to be invested in foreign companies, including those in emerging markets. This strategic mix aims to offer investors a balanced approach to achieving growth through investments in smaller companies both domestically and abroad, under normal market conditions.

Products and Services

• Domestic Small Company Investments: The core of the Small Company Fund's strategy is its investment in small-sized U.S. companies. By dedicating at least 80% of its net assets to companies with small market capitalizations, the fund seeks to capture the growth potential inherent in this segment. These investments are chosen based on their potential for significant appreciation, guided by the expertise of the fund's sub-advisors.

• Foreign Company Investments: In a bid to diversify its portfolio and possibly tap into faster-growing markets, the Small Company Fund allocates up to 15% of its net assets to investments in foreign companies. This includes companies located in both developed and emerging markets. The inclusion of foreign investments allows the fund to benefit from global growth opportunities, while maintaining a focus on the potential of smaller companies.