The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets plus any borrowings for investment purposes (measured at time of purchase) ("net assets") in a diversified portfolio of equity investments in small-cap issuers with public stock market capitalizations within the range of the market capitalization of companies constituting the Russell 2000� Value Index at the time of investment. Although it will invest primarily in publicly traded U.S. securities, including real estate investment trusts, it may also invest in foreign securities.
Fund filings (PDF) »
Sean Butkus (Started: Dec 29, 2011)
Robert Crystal (Started: Dec 29, 2006)
Sally Davis (Started: Dec 29, 2006)
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