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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 10,624.69 | 12.85 | 0.12% |
| NASDAQ | 2,367.66 | -0.80 | -0.03% |
| S&P 500 | 1,149.99 | -0.25 | -0.02% |
The investment seeks growth of capital.
The fund typically invests at least 80% of assets in equity securities of companies with small market capitalization. Small-cap companies have a market capitalization of no more than $2 billion. The advisor pursues a value-oriented strategy and seeks to identify companies whose stocks sell at discounted price-to-earnings (P/E) and price-to-cash flow (P/CF) multiples. Companies that maintain strong balance sheets and have experienced managements are favored. The investment advisor attempts to identify situations where stock prices are undervalued by the market. It is nondiversified.
| Name | % of Total Fund Assets | |
|---|---|---|
| Scholastic Corporation (SCHL) | 2.16 % | |
| Epicor Software Corporation (EPIC) | 2.13 % | |
| ATC Technology Corporation (ATAC) | 2.1 % | |
| TTM Technologies, Inc (TTMI) | 1.92 % | |
| Delta Apparel, Inc (DLA) | 1.78 % | |
| View Holdings | ||
Small Value
Low
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Quote data provided by Interactive Data. Historical prices provided by Prophet. © [2007] Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
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