The investment seeks capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in common stocks and other equity securities of small-cap companies. It seeks to invest in growth stocks of small-cap companies whose earnings are growing, or are expected to grow, at an accelerating rate. The fund defines a small-cap company as one having a market capitalization of less than $2.5 billion at the time of acquisition. It may also invest in equity securities outside the small-cap range. The fund may invest in exchange-traded funds ("ETFs"), publicly traded partnerships ("PTPs") and foreign securities.
Fund filings (PDF) »
Andrew Morey (Started: Jan 31, 2013)
# Contact ?>
Aston, 120 No. LaSalle Street, 25th Floor