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SMERX
Mutual Fund ticker: NASDAQ
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SMERX price forecast, quote, news & analysis

The investment seeks long-term growth of capital... Show more

Category: #Small Blend
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Industry description

The investment seeks long-term growth of capital. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small-capitalization issuers. The manager considers a small-capitalization issuer to be one that has a market capitalization no larger than the market capitalization of the largest capitalized issuer included in the Russell 2000® Index during the most recent 11-month period (based on month-end data) plus the most recent data during the current month.