What are the benefits of diversification across different asset classes?

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Follow an active quantitative, core equity strategy to select stocks with favorable characteristics such as earnings quality and return on equity. 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 ... Risk of this Type of Fund · Objective. The fund seeks to provide investment results that correspond to the total return of stocks of small-capitalization United ... We invest at the intersection of quality and value which we believe can generate a return premium resulting in lower absolute downside risk and greater risk- ... 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 ... 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 ... The Victory Trivalent International Small-Cap Fund's management team seeks to provide long-term growth of capital in the Fund by investing primarily in equity ... A core strategy that fully integrates analysis of ESG risks and opportunities and focuses on high quality companies at reasonable prices. 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 ... 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 ...
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