| NASDAQ Exchange | United States Country |
The fund is specifically designed to cater to investors looking for exposure in small- and mid-capitalization companies. By definition, small-capitalization companies are identified as those having a market value of less than $3 billion at the time of investment, whereas mid-capitalization companies fall within the range of $3 billion to $12 billion in market value at the time of investment. This strategy showcases the fund's targeted investment approach, aiming to leverage the growth potential of these segments while maintaining a balanced risk profile. To achieve its investment objectives, the fund commits at least 80% of its net assets, along with any borrowings intended for investment purposes, to securities of companies within these capitalization ranges. This disciplined approach ensures that investors have significant exposure to the targeted company size range, potentially benefiting from the unique growth and valuation dynamics that small and mid-cap stocks can offer.
This service focuses on investing in companies with a market capitalization of less than $3 billion at the time of investment. The fund identifies small-cap companies that show potential for high growth and competitive returns. This segment of the market is known for its volatility but also for its potential higher returns, making it an attractive option for risk-tolerant investors looking for growth opportunities.
Involves placing investments in companies with a market capitalization between $3 billion and $12 billion at the time of investment. This middle ground offers a blend of stability and growth potential, aiming to capture the agility of smaller firms combined with the stability of established corporations. By including mid-cap companies in its portfolio, the fund aims to diversify its investment and mitigate risk, while still targeting promising returns from this sector’s inherent growth opportunities.