Under normal circumstances, the fund invests at least 80% of its net assets (plus borrowing for investment purposes) in equity securities of U.S. small- and mid-capitalization companies. The manager considers small- and mid-capitalization companies to be those companies having a market capitalization range within the range of companies comprising the Russell 2500® Index. The fund is non-diversified.
Company profile updated October 12, 2026.
As of October 9, 2026. Daily closing data may differ from the live quote shown in the dashboard.
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