Small Cap Growth

Objective

The strategy seeks long term capital appreciation by investing in small capitalization growth stocks.

What is the Small Cap Growth Strategy?
• Invests primarily in equity securities of small capitalization US companies.

• Portfolio holdings are evaluated based on fundamental criteria including profitability, earnings growth, and debt-to-capital ratios along with consideration for technical
momentum factors.

Category

Growth

Ticker

SGRW

Inception

09/30/2019