The investment seeks objective is long-term capital appreciation.
The Fund normally invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in equity securities of small companies, which is defined as a company having a market capitalization at the time of purchase that falls within the market capitalization range of companies in the Russell 2000 Index. It may invest include common stocks, convertible bonds, convertible preferred stocks, warrants and similar instruments.
Fund Manager:
Gerard S.E. Heffernan, Jr.
, since 2/17/09
Fund Inception:
12/30/97
Fund Ratings & Risk:
View Ratings & Risk
Composition:
STOCK (97.49%),
BONDS (0.0%),
CASH (2.51%),
OTHER (0.0%)