Under normal market circumstances, the fund will invest at least 80% of its net assets (plus borrowings for investment purposes) in small and mid-cap U.S. companies. The fund manager considers U.S. companies to be small-cap or mid-cap if they are included in the then current market capitalization range of the S&P 1000® Index.
Company profile updated October 11, 2026.
As of October 9, 2026. Daily closing data may differ from the live quote shown in the dashboard.
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