What factors can affect the NAV of a small cap fund?

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 ... Product summary. This low-cost index fund provides broad exposure to the small-capitalization U.S. equity market. The fund seeks to track an index of small- ... The Fund seeks to provide long-term capital appreciation through investment primarily in small-cap common stocks of U.S. companies. A. A; C; I; R6. Share Class. The Fund will generally own 50 to 100 stocks of non-US companies located in Europe, Australia and the Far East. The Fund defines Small Companies as companies with market capitalization no higher than the greater of US $5 billion or the market capitalization of the largest ... Jun 7, 2024 ... For example, while an individual small cap may be quite volatile, a fund of small caps is much less volatile. Similarly, while an individual ... Jan 24, 2025 ... Small-cap growth funds focus on fast-growing smaller companies, while small-cap value funds invest in undervalued small firms that Wall Street has yet to ... 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. Strategy · Invests in a portfolio of equity securities that seeks to reflect the performance of the U.S. small capitalization equities market. · Uses optimized ... 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.