The fund pursues its investment goal by investing in a diversified portfolio of equity and equity-related securities of any market capitalization. It has no restrictions as to the size of the companies in which it invests. The fund may invest in what generally are considered small-cap stocks, mid-cap stocks and large-cap stocks. It invests in a portfolio of securities the Adviser believes has the potential for long-term capital appreciation. The fund invests primarily in securities listed on securities exchanges or actively traded in over-the-counter markets.
For Mutual Funds, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the Mutual Fund's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual Mutual Fund ticker.