What are hybrid funds and their tax treatment?

What is Small Cap Funds. Small-cap funds invest a major portion of their investible corpus into equity or equity-related instruments of small-cap companies. The Fund invests primarily in common stocks of companies with smaller market capitalizations located in developed and emerging markets outside the US. The Fund ... The total expense ratio for the Longleaf Partners Small-Cap Fund is 1.07% (gross)/0.95% (net). Southeastern has contractually committed to limit operating ... Fund details ... The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus any ... Seeks to outperform small-cap equities. Pursues a disciplined, multi-factor investment approach that provides exposure to well-known drivers of return. A dynamic investment management firm that offers asset allocation, active equity, and fixed income investment solutions to help meet the needs of a diverse ... 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 ... A core strategy that fully integrates analysis of ESG risks and opportunities and focuses on high quality companies at reasonable prices. Fund Strategy. The investment seeks to track the performance of the Russell 2000® Index that measures the total return of small capitalization U.S. stocks. This fund is closed to new investors. Class B shares are also closed to additional purchases by existing shareholders.