Industry description
The investment seeks long-term capital appreciation.
The fund’s principal investment strategy is to invest in a portfolio of small‑cap growth securities, subject to the limitations of the fund’s values-based screening policies. Under normal market conditions, it invests at least 80% of its assets in securities of small‑cap companies. The fund invests primarily in equity securities. The principal type of equity security in which it invests is common stock. The fund may also invest in other investment companies and up to 15% of its net assets in real estate investment trusts.