The investment seeks long-term capital appreciation. The fund normally invests its assets primarily in common stocks of small capitalization 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 S&P SmallCap 600/Citigroup Value Index. It may invest up to 25% of its assets in U.S. dollar-denominated stocks and bonds of foreign companies, including up to 5% of its assets in securities of emerging market companies.
Fund filings (PDF) »
Thomas Mudge III (Started: Dec 31, 2006)
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