The investment seeks long-term capital appreciation. The fund invests a majority of its net assets in the common stock of companies with market capitalizations under $20 billion at the time of investment. It may invest in other companies with market capitalizations above $20 billion, provided that immediately after that investment a majority of its net assets would be invested in companies with market capitalizations under $20 billion. The fund invests the majority of its assets in U.S. companies, but also may invest up to 33% of its total assets in foreign companies in developed markets and in emerging markets (for example, China, India and Colombia).
Fund filings (PDF) »
Robert Chalupnik (Started: May 1, 2011)
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