What are the ethical considerations for financial advisors?

A small-cap stock is generally that of a company with a market capitalization of between $250 million and $2 billion. · Small-cap stock investors seek to beat ... PGIM Jennison Small Company Fund seeks long-term growth by investing in stocks of smaller companies that may be underpriced by the market. 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 ... 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 ... 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 ... Description. Fund Objective. The fund's investment objective is to provide you with long-term growth of capital. Distinguishing Characteristics. A pioneer in ... 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- ... The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50 ... Objective & Strategy. The Fund seeks capital appreciation. The strategy typically invests in small-cap U.S. company stocks. as of 03/31/2025. Morningstar Rating ...