|7337 E. Doubletree Ranch Rd, Suite 100 , Scottsdale, AZ 85258|
|Fund Manager||James Hasso|
|Manager Tenure||12 Years 11 Months|
The Fund seeks capital appreciation. Under normal market conditions, the Fund invests at least 80% of its net assets (plus borrowings for investment purposes) in common stocks of smaller, lesser-known U.S. companies. The Fund will provide shareholders with at least 60 days' prior notice of any change in this investment policy. The Fund normally invests in companies that the sub-adviser ("SubAdviser") believes have above average prospects for growth. For this Fund, the Sub-Adviser defines smaller companies as those with market capitalizations that fall within the range of companies within the Russell 2000 ® Growth Index ("Index") at the time of purchase. The market capitalization of companies in the Index will change with market conditions. The market capitalization of companies in the Index as of June 30, 2018, ranged from $51.9 million to $6.7 billion.
|Asset Type||% Of Allocation|
|Total Net Assets||6.92 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$250|
|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|
|JBT||JOHN BEAN TECHNOLOGIES CORP||1.80%|
|QTWO||Q2 HOLDINGS INC||1.31%|
|ASO||ACADEMY SPORTS & OUTDOORS||1.30%|
|VIAV||VIAVI SOLUTIONS INC||1.30%|
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