|100 Pearl St., 9th Fl. , Hartford, CT 06103|
|Fund Manager||Team Managed|
The Fund seeks long-term growth of capital and income. The Fund seeks to achieve its investment objective by normally investing at least 80% of its net assets (plus borrowings made for investment purposes) in common stocks and other equity securities of companies with smaller market capitalizations. The Fund currently considers smaller market capitalization companies to be companies with market capitalizations of between $100 million and the greater of $4 billion or the capitalization of the largest company in the Russell 2000 Index. As of June 30, 2019, the market capitalization of the largest company in the Russell 2000 Index was $10.2 billion. The Fund may continue to hold securities of a portfolio company that subsequently appreciates above the smaller market capitalization threshold, including in situations where such securities continue to trade at valuations the portfolio managers consider attractive. Because of this, the Fund may have less than 80% of its net assets in smaller market capitalization stocks at any given time.
|Asset Type||% Of Allocation|
|Total Net Assets||36.88 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|
|OGS||ONE GAS INC||2.05%|
|CBU||COMMUNITY BANK SYSTEM||1.91%|
|BXMT||BLACKSTONE MORTGAGE TRUST IN||1.80%|
|ARI||APOLLO COMMERCIAL REAL ESTATE||1.66%|
|MDC||MDC HOLDINGS INC||1.60%|
|SSB||SOUTH STATE CORPORATION||1.43%|
|NHI||NATIONAL HEALTH INVESTORS||1.18%|
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