What are the key considerations when investing in growth funds?

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The Ariel Small Cap Value Tax-Exempt Composite seeks long-term capital appreciation by investing in small cap undervalued companies that show strong potential ... Base Currency, EUR ; Fund Assets As of 31/03/25, 111.58M ; Sector, Morningstar Europe Small-Cap Equity ; Benchmark, MSCI Europe Small Cap Index (EUR) ; Year End, 30 ... Small-cap securities can have greater risks, including liquidity risk, and volatility than large-cap securities. • To the extent the Fund focuses on one or more ... 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 performance of each URS core investment option will be evaluated relative to a market index known as a benchmark. The benchmark for the. Small Cap Fund is ... Seeks long-term capital growth by investing in stocks that are categorized as either growth or value stocks. 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) ... 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 ... Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates Management, L.P., with a significant minority stake held ... Dec 3, 2023 ... Large cap doesn't consistently outperform small cap. It has recently but over the longer term small cap has outperformed.
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