The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its assets in a blended portfolio of growth and value stocks of small-cap companies. It defines companies with market capitalizations of up to $2.75 billion, at the time of acquisition, to be small-cap companies. The fund may invest in real estate investment trusts ("REITs"), foreign securities (directly and through depositary receipts), convertible bonds, securities outside the small-cap range and cash-equivalent securities.
Fund filings (PDF) »
Timothy Holland (Started: Feb 28, 2010)
Philip Tasho (Started: Nov 30, 2000)
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