What is the role of diversification in a small cap fund portfolio?

The Fund normally invests at least 80% of its assets in U.S. small-cap stocks (Russell 2000® Index) using a strategy focused primarily on fundamental research, ... The Disciplined Small Cap Fund seeks long-term capital appreciation by using a combination of quantitative methods and fundamental analysis. Jan 1, 1996 ... The investment objective of the Small-Cap Equity Fund is to provide long-term growth of capital by investing primarily in the stocks of smaller ... Seeks long-term capital growth by investing in stocks that are categorized as either growth or value stocks. 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 ... Primarily invests in companies located in emerging markets with market caps of less than $5 billion at the time of purchase. Strategy · Invests in a portfolio of equity securities that seeks to reflect the performance of the U.S. small capitalization equities market. · Uses optimized ... 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) ... Expense ratios are based on management and distribution fees as of the Fund's most recent fiscal year end. Other expenses are estimated for the current fiscal ... Follow an active quantitative, core equity strategy to select stocks with favorable characteristics such as earnings quality and return on equity.