What are the different types of investment goals (e.g., retirement, education)?

Overview. The GMO Small Cap Quality Fund seeks to generate total return by investing primarily in equities of U.S. small cap companies that the Focused Equity ... The Ariel Small Cap Value Tax-Exempt Composite seeks long-term capital appreciation by investing in small cap undervalued companies that show strong potential ... 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 ... Eastspring Investments Islamic Small-cap Fund. The Fund seeks to provide capital appreciation by investing in small market capitalisation Shariah-compliant ... Fund description. The fund seeks long-term capital appreciation by investing primarily in a diversified portfolio of small-capitalization Canadian equities that ... 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. Oakmark International Small Cap seeks capital appreciation by investing in small-cap companies located outside the US. A core strategy that fully integrates analysis of ESG risks and opportunities and focuses on high quality companies at reasonable prices. The Disciplined Small Cap Fund seeks long-term capital appreciation by using a combination of quantitative methods and fundamental analysis. Tax-Managed Small-Cap Fund seeks to provide a tax-efficient investment return consisting of long-term capital appreciation.