How to research and evaluate thematic funds?

The fund is ranked based on total return. Each fund is ranked within a universe of funds with similar investment objectives. Rankings include the reinvestment ... The Fund seeks long-term capital appreciation by investing primarily in stocks of small-cap US companies. Primarily invests in companies located in emerging markets with market caps of less than $5 billion at the time of purchase. Expense ratios are based on management and distribution fees as of the Fund's most recent fiscal year end. Other expenses are estimated for the current fiscal ... A small-cap stock is generally that of a company with a market capitalization of between $250 million and $2 billion. · Small-cap stock investors seek to beat ... 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 ... The Fund defines Small Companies as companies with market capitalization no higher than the greater of US $5 billion or the market capitalization of the largest ... Overview. The GMO Small Cap Quality Fund seeks to generate total return by investing primarily in equities of U.S. small cap companies that the Focused Equity ... Harbor International Small Cap Fund (HAISX) · Specialist Firm. Cedar Street is a boutique specialist firm focused exclusively on non-US small-cap equity ... Tax-Managed Small-Cap Fund seeks to provide a tax-efficient investment return consisting of long-term capital appreciation.