The Fund seeks long-term capital appreciation by investing in equity and debt securities of all types.
The Fund invests in a limited number of common stocks that management believes are strong businesses with growth or leadership potential. The Fund seeks to invest in a diversified portfolio of companies the Fund categorizes as basic values, consistent earners, and emerging franchises. Under normal conditions, the Fund invests at least 80% of its net assets in small- and mid-capitalization companies.
- Net Assets as of 11/30/2020: $805.7 M
- Capital Gains Paid Annually: No 2018 Capital Gains Paid
- Benchmarks: S&P 500 TR, Russell 2500 TR