What are the investor grievance mechanisms for mutual funds?

Seeks to outperform small-cap equities. Pursues a disciplined, multi-factor investment approach that provides exposure to well-known drivers of return. 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- ... Dec 3, 2023 ... Large cap doesn't consistently outperform small cap. It has recently but over the longer term small cap has outperformed. Fund Description. The Fund seeks to achieve its investment objective by investing in U.S. listed securities with market capitalization within the range of the ... ClearBridge Investments is a well-established global investment manager focusing on proprietary research and fundamental investing. Seeks long-term capital growth by investing in stocks that are categorized as either growth or value stocks. 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. The Ariel Small Cap Value Tax-Exempt Composite seeks long-term capital appreciation by investing in small cap undervalued companies that show strong potential ... Follow an active quantitative, core equity strategy to select stocks with favorable characteristics such as earnings quality and return on equity. 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 ...