 |
at least 80% or more of the fund will be invested
in small cap stocks - companies whose market capitalizations
are no larger than $2 billion at the time of initial purchase |
|
stocks are not necessarily sold when they reach
the $2 billion barrier, but they will be sold when they reach
the portfolio manager's price target, when they are deemed
overvalued or when there are better opportunities to pursue |
|
the fund may overweight or underweight sectors
and industries relative to its benchmark index based on analysis
of the sectors, industries and companies themselves |
|
the cash allocation will usually range from
0% to 10%, but could go as high as 15% in unusual market
conditions |
