How to evaluate the portfolio holdings of a value-oriented small cap fund?

The Fund seeks long-term capital appreciation by investing primarily in stocks of small-cap US companies. 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. Description. Fund Objective. The fund's investment objective is to provide you with long-term growth of capital. Distinguishing Characteristics. A pioneer in ... The Fund seeks to generate attractive risk-adjusted long-term returns by investing in the stocks of global small-cap companies with durable competitive ... A Systematic Approach to the US Small Cap Market. The US small cap market, often overlooked due to its size and lack of research coverage, may present ... Oakmark International Small Cap seeks capital appreciation by investing in small-cap companies located outside the US. 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 ... small capitalization companies based in those countries included in the MSCI All Country World ex-US Small Cap Index that are believed to have above-average ... Jan 24, 2025 ... Small-cap growth funds focus on fast-growing smaller companies, while small-cap value funds invest in undervalued small firms that Wall Street has yet to ... The Fund normally invests at least 80% of its assets in U.S. small-cap stocks (Russell 2000® Index) using a strategy focused primarily on fundamental research, ...