Small Cap Growth Stock
Fund Resources
- Fact Sheet (PDF | 203 KB)
- Commentary (PDF | 152 KB)
- Strategy Highlight (PDF | 123 KB)
- Prospectus - A, C & I Shares(PDF | 829 KB)
- Annual Report (PDF | 2 MB)
- Semi-annual Report (PDF | 953 KB)
- SAI (PDF | 2 MB)
| Class | CUSIP | Ticker |
|---|---|---|
| A | 76628R490 | SCGIX |
| C | 76628R482 | SSCFX |
| I | 76628R516 | SSCTX |
Subadvisor
Objective of the 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.
Investment Risks
This Fund carries high reward potential and, correspondingly, has greater risk tied to it than more conservative investments.
Small capitalization funds typically carry additional risks since smaller companies generally have a risk of failure. Equity securities (stocks) are more volatile and carry more risk than other forms of investments, including investments in high-grade fixed income securities. The net asset value per share of this Fund will fluctuate as the value of the securities in the portfolio changes. Common stocks, and funds investing in common stocks, generally provide greater return potential when compared with other types of investments.