How to access my mutual fund account statements online?

The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50 ... Strategy · Invests in a portfolio of equity securities that seeks to reflect the performance of the U.S. small capitalization equities market. · Uses optimized ... The portfolio typically invests in companies with a market capitalization below $3 billion (or, if greater, the maximum market capitalization of companies ... Dec 6, 2024 ... 18 Best Small-Cap Funds to Buy for 2025 · Boston Trust Walden Small Cap BOSOX · Brown Capital Management Small Company BCSIX · Champlain Small ... An actively-managed portfolio of smaller-capitalization, rapidly-growing companies that can benefit from positive, long-term trends. The Fund invests primarily in common stocks of companies with smaller market capitalizations located in developed and emerging markets outside the US. The Fund ... Jul 13, 2018 ... LOS ANGELES, CA (July 13, 2018) – Platinum Equity announced today the close of capital raising for Platinum Equity Small Cap Fund, L.P, the ... The Disciplined Small Cap Fund seeks long-term capital appreciation by using a combination of quantitative methods and fundamental analysis. This site is for Institutional Investors in the United States only and not for retail investor use or distribution. Portfolio manager Cliff Greenberg invests for the long term in high-quality small-cap growth companies that are market leaders.