The investment seeks long term capital appreciation.
Under normal circumstances, the fund will invest at least 80% of its net assets (including amounts borrowed for investment purposes) in equity securities of small capitalization companies and will invest at least 75% of its net assets in securities of companies located outside of the United States. The fund's manager considers small capitalization companies to be companies with market capitalizations within the range of those companies included in the MSCI EAFE Small Cap Index at the time of purchase.
The average weekly volume growth across all stocks in the Vaughan Nelson International Sm Cap I MF was 3%. For the same stocks of the MF, the average monthly volume growth was -10% and the average quarterly volume growth was 53%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 44
P/E Growth Rating: 39
Price Growth Rating: 54
SMR Rating: 81
Profit Risk Rating: 69
Seasonality Score: -27 (-100 ... +100)