|4500 Main St. , Kansas City, MO 64111|
|Fund Manager||Jeff John|
|Manager Tenure||9 Years 4 Months|
The fund seeks long-term capital growth. Income is a secondary objective. Under normal market conditions, the portfolio managers will invest at least 80% of the fund s net assets in small cap companies. The portfolio managers consider small cap companies to include those with market capitalizations no larger than that of the largest company in the S&P Small Cap 600 Index or the Russell 2000 ® Index. Though market capitalization will change from time to time, as of June 30, 2020, the market capitalizations of the largest companies in the S&P Small Cap 600 Index and the Russell 2000 Index were $4.2 billion and $5.8 billion, respectively. In selecting stocks for the fund, the portfolio managers look for equity securities of smaller companies whose stock price may not reflect the company s value. The managers attempt to purchase the stocks of these undervalued companies and hold each stock until the price has increased to, or is higher than, a level the managers believe more accurately reflects the fair value of the company. The fund may invest in equity securities issued by real estate investment trusts (REITs). The portfolio managers may sell stocks from the fund s portfolio if they believe a stock no longer meets their valuation criteria, a stock s risk parameters outweigh its return opportunity, more attractive alternatives are identified or specific events alter a stock s prospects. The fund may engage in active and frequent trading of portfolio securities to achieve its principal investment strategies. This may cause higher transaction costs and may affect performance. It may also result in the realization and distribution of capital gains.
|Asset Type||% Of Allocation|
|Total Net Assets||2.73 B|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$99|
|Timeframe||Average Annual Current Performance Monthly As Of 08/31/2021||Average Annual Current Performance Quarterly As Of 06/30/2021||Avg Annual Current Performance Monthly As Of 08/31/2021||Avg Annual Current Performance Quarterly As Of 06/30/2021|
|Life Of Fund||
|Symbol||Company Name||% Of Assets|
|GPK||GRAPHIC PACKAGING HOLDING CO||2.67%|
|IIVI||II VI INC||2.55%|
|SPB||SPECTRUM BRANDS HOLDINGS INC||2.44%|
|PAG||PENSKE AUTO GROUP INC||2.12%|
|VLY||VALLEY NATIONAL BANCORP||1.99%|
|CODI||COMPASS DIVERSIFIED HOLDINGS||1.94%|
|BCO||THE BRINKS CO||1.89%|
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