The investment seeks capital appreciation.
The fund normally invests at least 80% of its net assets, including any borrowings for investment purposes, in securities of "small-cap" and "mid-cap" companies. It considers small-cap and mid-cap companies to be those having a market capitalization in the range of the Russell 2500™ Index and the Russell Midcap® Index, measures of small- to mid-cap issuers. The fund primarily invests in common stock but may also invest in other types of securities, such as units of master limited partnerships or other securities that are consistent with its investment objective.
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Ratings Disclaimer
© 2010 - 2011 Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
