What are the common estate planning mistakes to avoid with mutual funds?

Seeks capital appreciation by investing primarily in the common stocks of small companies that are traded on national security exchanges, the NASDAQ stock ... The Gabelli International Small Cap Fund ... The Fund will invest primarily in a portfolio of common stocks of non-U.S. companies. ... Annually - Dec. ... Returns ... Oakmark International Small Cap seeks capital appreciation by investing in small-cap companies located outside the US. A dynamic investment management firm that offers asset allocation, active equity, and fixed income investment solutions to help meet the needs of a diverse ... Why invest in this Fund? The fund seeks capital appreciation. To pursue this goal, the fund normally invests at least 80% of its net assets in the stocks of ... Strategy · Invests in a portfolio of equity securities that seeks to reflect the performance of the U.S. small capitalization equities market. · Uses optimized ... The principal risks of investing in the fund are: stock market risk (stocks fluctuate in response to the activities of individual companies and to general ... 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 ... 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- ... Product summary. This low-cost index fund provides broad exposure to the small-capitalization U.S. equity market. The fund seeks to track an index of small- ...