What are equity-oriented funds and their tax treatment?

The ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM) is designed to provide cost efficient access to a portfolio of small-cap, high quality, low ... The Fund invests mainly in equity and equity-related securities of small- and mid-cap companies located in or doing significant business in European countries. Strategy · Invests in a portfolio of equity securities that seeks to reflect the performance of the U.S. small capitalization equities market. · Uses optimized ... Calamos Timpani Small Cap Growth Mutual Fund Overview. The fund invests in the equity securities of small capitalization companies with high, sustainable growth ... Designed to capture the unrealised potential of small and mid-sized companies in Europe, which we select using a rigorous stock-picking process based on the ... 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 ... Base Currency, EUR ; Fund Assets As of 31/03/25, 111.58M ; Sector, Morningstar Europe Small-Cap Equity ; Benchmark, MSCI Europe Small Cap Index (EUR) ; Year End, 30 ... The Mairs & Power Small Cap Fund declares and pays dividend income annually in December. If any capital gains are realized during the year, the Fund will ... Dec 6, 2024 ... 18 Best Small-Cap Funds to Buy for 2025 · Boston Trust Walden Small Cap BOSOX · Brown Capital Management Small Company BCSIX · Champlain Small ... 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 ...