The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in low-priced equity securities whose average cost per share in the fund's portfolio is less than $25. At least 65% of these securities will be issued by small-cap and micro-cap companies, those with market capitalizations up to $2.5 billion at the time of investment. Although the fund normally focuses on the securities of U.S. companies, it may invest up to 35% of its net assets in foreign securities.
Fund filings (PDF) »
James Stoeffel (Started: May 1, 2013)
W. George (Started: Dec 31, 2000)
James (Chip) Skinner III (Started: Dec 31, 2004)
# Contact ?>
Royce, c/o BFDS - Midwest P.O. Box 219012