The investment seeks capital growth over the long term. The fund normally invests at least 80% of its assets in equity securities of small cap companies. Small cap companies are companies with market capitalizations equal to those within the universe of the Russell 2000� Index stocks at the time of purchase. In implementing its main strategies, the fund invests primarily in common stocks. It will use futures contracts to more effectively gain targeted equity exposure from its cash positions.
Fund filings (PDF) »
Don San Jose (Started: Nov 1, 2007)
Daniel Percella (Started: Jan 24, 2014)
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