Is it mandatory to have a financial advisor to invest in mutual funds?

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This site is for Institutional Investors in the United States only and not for retail investor use or distribution. 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. Tax-Managed Small-Cap Fund seeks to provide a tax-efficient investment return consisting of long-term capital appreciation. 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 normally invests at least 80% of its net assets in equity securities (mostly common stocks) of small-cap companies located anywhere in the United ... This fund is closed to new investors. Class B shares are also closed to additional purchases by existing shareholders. PGIM Jennison Small Company Fund seeks long-term growth by investing in stocks of smaller companies that may be underpriced by the market. Fund description. A quality growth portfolio that seeks to provide long-term capital appreciation by investing in non-U.S. small-cap companies, diversified by ... Primarily invests in companies located in emerging markets with market caps of less than $5 billion at the time of purchase. Fund Description. The Fund seeks to achieve its investment objective by investing in U.S. listed securities with market capitalization within the range of the ...
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