For the third quarter, the fund's Retail Class shares gained 5.49%, versus 12.39% for the benchmark, the Russell 2000® Index. Looking at the fund's performance versus the benchmark, stock selection ...
The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in U.S. equity securities. The adviser employs a strategy that combines fundamental stock selection ...
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Carley is a writer, editor and social media professional. Before starting at Forbes Health, she wrote for Sleepopolis and interned at PBS and Nickelodeon. She's a certified sleep science coach and ...
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