What do the boxes mean?

The style box represents the fund's investment objective and is not reflective of the historical or current holdings of the portfolio.

Small Cap Growth Stock

Small Cap Growth Stock Strategy

The strategy seeks to provide long-term capital appreciation by investing in U.S. companies with market capitalizations of up to $3 billion that demonstrate above average growth. Note: Equity securities are more volatile than other types of investments, and small companies have a higher risk of failure.

What are the principles that have enabled the strategy to be successful?

Positive fundamental momentum — our team focuses on stocks that have positive fundamental trends, including earnings and revenue growth, improving cash flows and margins, and increasing return on invested capital.

Minimize unintended risks — we seek to generate performance (alpha) through bottom-up stock selection, minimizing the potential impact of unintended style bias, sector concentrations, or macroeconomic risks relative to the primary benchmark.

Team-based management — the lead portfolio managers are supported by a team of sector portfolio managers with in-depth experience in their respective sectors who help oversee all elements of managing the portfolio.

Click here for disclosures and more information on investment risks.