What is the role of other asset classes in a retirement portfolio?

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. The MSCI EAFE Small Cap Index is an equity index which captures small cap representation across Developed Markets countries around the world, excluding the US ... Why invest in this Fund? The fund seeks capital appreciation. To pursue this goal, the fund normally invests at least 80% of its net assets in the stocks of ... Jul 13, 2018 ... LOS ANGELES, CA (July 13, 2018) – Platinum Equity announced today the close of capital raising for Platinum Equity Small Cap Fund, L.P, the ... 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- ... DWS Global Small Cap Fund - Class S · Share class. S . · Asset class. International/Global Equity · Gross / net expense ratio. 1.16% / 1.11% · Morningstar ... ... Small Cap ETF, and US Targeted Value ETF. Prior to listing on September 13 ... Shares of The DFA Short Term Investment Fund have not been registered ... 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 ... The Disciplined Small Cap Fund seeks long-term capital appreciation by using a combination of quantitative methods and fundamental analysis.