How does a small cap fund invest?

Description. Fund Objective. The fund's investment objective is to provide you with long-term growth of capital. Distinguishing Characteristics. A pioneer in ... An actively-managed portfolio of smaller-capitalization, rapidly-growing companies that can benefit from positive, long-term trends. Dec 3, 2023 ... Large cap doesn't consistently outperform small cap. It has recently but over the longer term small cap has outperformed. The Disciplined Small Cap Fund seeks long-term capital appreciation by using a combination of quantitative methods and fundamental analysis. 1/1 C-194/06 - Orange European Smallcap Fund [Case closed] Main proceedings Judgment of the Court (Grand Chamber) of 20 May 2008. Jun 7, 2024 ... For example, while an individual small cap may be quite volatile, a fund of small caps is much less volatile. Similarly, while an individual ... 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. The Fund normally invests at least 80% of its net assets in equity securities (mostly common stocks) of small-cap companies located anywhere in the United ... Follow an active quantitative, core equity strategy to select stocks with favorable characteristics such as earnings quality and return on equity. Small Cap Mutual Funds are equity funds ie they invest in stocks of companies, you need to stay invested for at least 5 years.