The investment seeks long-term capital appreciation. The fund will, under normal market conditions, invest its assets primarily in common stocks of small-cap value companies that are within a market capitalization range that is similar, although not identical, to the market capitalization range of those companies found in the Russell 2000 Value Index. It may invest up to 25% of the fund's assets in common stocks of micro-cap companies whose market capitalization, measured at the time of purchase, $300 million or less. There is no minimum market capitalization limit for the companies in which the fund may invest.
Fund filings (PDF) »
Thomas Mudge (Started: Dec 31, 2006)
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