|100 E Pratt Street , Baltimore, MD 21202|
|Fund Manager||J. Wagner|
|Manager Tenure||7 Years 3 Months|
The fund seeks long-term capital growth by investing primarily in small companies whose common stocks are believed to be undervalued. Reflecting a value approach to investing, the fund will seek the stocks of companies whose current stock prices do not appear to adequately reflect their underlying value as measured by assets, earnings, cash flow, or business franchises. Normally, the fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in companies with a market capitalization that is within or below the range of companies in the Russell 2000 ® Index. As of December 31, 2019, the market capitalization range for the Russell 2000 ® Index was approximately $12.7 million to $8.3 billion. The market capitalization of the companies in the funds portfolio and the Russell 2000 ® Index changes over time, and the fund will not sell a stock just because the company has grown to a market capitalization outside the range. The fund may, on occasion, purchase companies with a market capitalization above the range.
|Asset Type||% Of Allocation|
|Total Net Assets||7.35 B|
|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||
|Symbol||Company Name||% Of Assets|
|WAL||WESTERN ALLIANCE BANCORP||1.37%|
|PGNX||PROGENICS PHARMACEUTICALS INC||0.00%|
|SEM||SELECT MEDICAL HOLDINGS CORP||0.92%|
|PNFP||PINNACLE FINANCIAL PARTNERS||0.92%|
|LOB||LIVE OAK BANCSHARES INC||0.90%|
|HASI||HANNON ARMSTRONG SUST INF CAP||0.86%|
|TRNO||TERRENO REALTY CORP||0.81%|
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