ABOUT THIS FUND
The Sub-Adviser uses its proprietary Small & Mid Cap Opportunities investment process (“SMCO Process”) to seek risk-adjusted returns by investing in U.S. equity securities within the small- and mid-cap asset classes. The fund’s portfolio will typically consist of between 50-75 stocks. The fund’s portfolio will consistently consist of stocks that the Sub-Adviser deems fundamentally attractive and reasonably valued. Under normal circumstances, at least 80% of the fund’s net assets, plus borrowings for investment purposes, will be invested in equity securities of small- and mid-capitalization companies.
PRICE
$29.00 ▼ DOWN 0.97% (−$0.28)HOLDINGS
TOP 20 OF 63 · 42.80% OF THE FUNDRANK STOCK WEIGHT SHARES VALUE
