KVALX Kennedy Capital Small Cap Value Instl Forecast, Technical & Fundamental Analysis

The investment seeks capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small capitalization companies. The equity securities in which the fund invests are primarily domestic common stock, but may also include securities of real estate investment trusts (“REITs”), warrants, rights, American Depositary Receipts (“ADR”), and shares of investment companies, including exchange-traded funds (“ETFs”) designed to track small cap indices.