The investment seeks capital growth over the long term. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of small cap companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Small cap companies are companies with market capitalizations equal to those within the universe of the Russell 2000� Index stocks and/or with market capitalizations of less than $4 billion at the time of purchase.
Fund filings (PDF) »
Don San Jose (Started: Nov 1, 2007)
Daniel Percella (Started: Jan 24, 2014)
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