How do these changes impact investors in small cap funds?

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Returns with sales charges reflect a maximum sales charge of 5.75% for equity funds, 2.25% for all tax-free income funds, fixed income funds and multi-asset ... Strategy · Invests in a portfolio of equity securities that seeks to reflect the performance of the U.S. small capitalization equities market. · Uses optimized ... Fund Strategy. The investment seeks to track the performance of the Russell 2000® Index that measures the total return of small capitalization U.S. stocks. One of the oldest open-end funds dedicated to investing in micro-cap stocks, which Royce defines as companies with market caps no higher than that of the ... Harbor International Small Cap Fund (HAISX) · Specialist Firm. Cedar Street is a boutique specialist firm focused exclusively on non-US small-cap equity ... Description. Fund Objective. The fund's investment objective is to provide you with long-term growth of capital. Distinguishing Characteristics. A pioneer in ... We invest at the intersection of quality and value which we believe can generate a return premium resulting in lower absolute downside risk and greater risk- ... Designed to capture the unrealised potential of small and mid-sized companies in Europe, which we select using a rigorous stock-picking process based on the ... The ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM) is designed to provide cost efficient access to a portfolio of small-cap, high quality, low ... Primarily invests in companies located in emerging markets with market caps of less than $5 billion at the time of purchase.
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