|4500 Main St. , Kansas City, MO 64111|
|Fund Manager||Steven Rossi|
|Manager Tenure||4 Years 7 Months|
The fund seeks long-term capital growth by investing primarily in common stocks of small companies. Under normal market conditions, the fund will invest at least 80% of its net assets in stocks of smaller-capitalization U.S. companies. The portfolio managers consider small companies to be those that, at the time of investment, have a market capitalization not greater than that of the largest company in the Russell 2000 Index. Though the market-capitalization and composition of the Russell 2000 Index are subject to change, as of September 30, 2020, the market-capitalization of the largest company in the Russell 2000 Index was approximately $10.0 billion. The portfolio managers use quantitative and qualitative management techniques in a multi-step process. First, the managers rank stocks, primarily smaller U.S. companies, from most attractive to least attractive based on an objective set of measures, including valuation, quality, growth, and sentiment. Second, the portfolio managers use a quantitative model to build a portfolio of stocks from the ranking described above that they believe will provide the optimal balance between risk and expected return. Finally, the portfolio managers review the output of the quantitative model, considering factors such as risk management, transaction costs, and liquidity management. The fund may invest in equity securities issued by real estate investment trusts (REITs). The portfolio managers generally sell a stock when they believe it has become less attractive relative to other opportunities, its risk characteristics outweigh its return opportunity or specific events alter its 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||930.00 K|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$1000|
|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||
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