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Small Cap Fund ... The Intrepid Small Cap Fund invests primarily in underfollowed, high-quality, small-cap US stocks and seeks to protect and grow your capital by ... 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 ... Description. Fund Objective. The fund's investment objective is to provide you with long-term growth of capital. Distinguishing Characteristics. A pioneer in ... The Ariel Small Cap Value Tax-Exempt Composite seeks long-term capital appreciation by investing in small cap undervalued companies that show strong potential ... 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 ... 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. 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- ... 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 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. 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 ...