How to calculate the capital gains tax on small cap fund investments?

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 ... Small-cap securities can have greater risks, including liquidity risk, and volatility than large-cap securities. • To the extent the Fund focuses on one or more ... The Fund aims to achieve long-term capital growth on your investment. The Fund seeks to gain at least 70% of its investment exposure to equity securities (e.g. ... The Fund invests primarily in equity securities of foreign and domestic companies that the Adviser believes are undervalued. Equity securities that the Fund ... Small cap core fund that focuses on investing in specific growth and value opportunities within the small cap segment (generally market caps up to $4 billion) ... The Fund's objective seeks to provide long term capital appreciation by investing in a concentrated portfolio of Small Cap U.S. companies. Portfolio Manager. Objective: Long-term capital growth through an actively managed portfolio of stocks of small capitalization companies. Style: US Small Cap Equity. Status: ... The portfolio typically invests in companies with a market capitalization below $3 billion (or, if greater, the maximum market capitalization of companies ... The Disciplined Small Cap Fund seeks long-term capital appreciation by using a combination of quantitative methods and fundamental analysis. The Fund seeks to provide long-term capital appreciation through investment primarily in small-cap common stocks of U.S. companies. A. A; C; I; R6. Share Class.