How long should I keep my mutual fund investment records?

Follow an active quantitative, core equity strategy to select stocks with favorable characteristics such as earnings quality and return on equity. Dec 3, 2023 ... Large cap doesn't consistently outperform small cap. It has recently but over the longer term small cap has outperformed. Fund Description. The Fund seeks to achieve its investment objective by investing in U.S. listed securities with market capitalization within the range of the ... The Fund pursues its objective of long-term capital appreciation by investing primarily in a diversified mix of common stocks of small cap U.S. companies ( ... The Disciplined Small Cap Fund seeks long-term capital appreciation by using a combination of quantitative methods and fundamental analysis. Harbor International Small Cap Fund (HAISX) · Specialist Firm. Cedar Street is a boutique specialist firm focused exclusively on non-US small-cap equity ... Select Small Cap Fund ... The investment objective of the North Square Select Small Cap Fund is to seek long term capital appreciation. Under normal circumstances ... WisdomTree U.S. SmallCap Fund. WisdomTree U.S. SmallCap Fund seeks to track the investment results of earnings-generating small-cap companies in the U.S. equity ... Product summary. This low-cost index fund provides broad exposure to the small-capitalization U.S. equity market. The fund seeks to track an index of small- ... 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 ...