What are the key considerations when investing in dividend yield funds?

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 ... The Fund invests primarily in common stocks of companies with smaller market capitalizations located in developed and emerging markets outside the US. The Fund ... A core strategy that fully integrates analysis of ESG risks and opportunities and focuses on high quality companies at reasonable prices. A MSCI ACWI Small Cap Index represents the performance of small-cap stocks in developed and emerging markets. Small Cap Fund ... The Intrepid Small Cap Fund invests primarily in underfollowed, high-quality, small-cap US stocks and seeks to protect and grow your capital by ... The Swan Defined Risk U.S. Small Cap Fund is a distinct, hedged equity fund focused on US Small Cap equities designed for growth while mitigating risk. Build a concentrated, high-conviction portfolio of small-capitalization companies located across the globe. Small cap core fund that focuses on investing in specific growth and value opportunities within the small cap segment (generally market caps up to $4 billion) ... The Fund pursues its objective of long-term capital appreciation by investing primarily in a diversified mix of common stocks of small cap U.S. companies ( ... 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 ...