Long-term capital growth with some current income
Launched in 1994, Small Cap Value is our oldest fund and one of the most popular. By nature, a small cap fund involves greater inherent risk than a large cap fund due to the strategy of investing in smaller companies. The benefit is that smaller companies have a higher likelihood of being undervalued and often have greater room to grow. Call 1.800.846.7526 or chat online if you need any assistance.
The Fund seeks to achieve its objectives by primarily investing in small-cap stocks and American Depository Receipts (ADRs). Small-cap stock is a reference to the common stock of companies whose market capitalization is generally less than $4.4 billion. Small cap stocks are more susceptible to price movements than larger companies. As a result, investing in smaller companies can result in greater capital growth with commensurately more risk than larger company stocks.
In choosing the securities in which to invest, the Fund uses extensive fundamental analysis to develop earnings forecasts and to identify attractive investment opportunities relative to market valuation. After first considering the moral screens, individual companies are scrutinized concerning their individual growth prospects and their competitive positions within their respective industries. Individual company analysis focuses upon the outlook for sales, profit margins, returns on capital, cash flow and earnings per share, while adhering to the ethical standards associated with the Fund.