|P.O.Box 8528 , Boston, MA 02266|
|Fund Manager||Team Managed|
The Fund seeks long-term capital growth primarily by investing in a portfolio of equity securities of small-capitalization and emerging growth companies. Under normal circumstances, at least 80% of the Fund s Assets will be invested in the securities of small capitalization companies. Assets means net assets, plus the amount of borrowings for investment purposes. Smallcap companies are companies with market capitalizations equal to those within the universe of the Russell 2000 Growth Index stocks and/or with market capitalizations of less than $4 billion at the time of purchase. As of there constitution of the Russell 2000 Growth Index on September 30, 2020, the market capitalizations of the companies in the index ranged from $39 million to $7.0 2 billion. In implementing its main strategies, the Fund will invest primarily in common stocks. Typically, the Fund invests in securities of companies with a history of above-average growth, as well as companies expected to have above-average growth.
|Asset Type||% Of Allocation|
|Total Net Assets||990.02 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$0|
|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|
|SWAV||SHOCKWAVE MEDICAL INC||1.70%|
|PFGC||PERFORMANCE FOOD GROUP COMPA||1.47%|
|HALO||HALOZYME THERAPEUTICS INC||1.44%|
|EYE||NATIONAL VISION HOLDINGS INC||1.41%|
|MKSI||MKS INSTRUMENTS INC||1.35%|
|BYD||BOYD GAMING CORP||1.33%|
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