Address And Details
|100 Pearl St., 9th Fl. , Hartford, CT 06103|
|Fund Manager||Brett Barner|
|Manager Tenure||18 Years 2 Months|
Strategy And Objective
The fund has an investment objective of seeking to provide capital appreciation. As a secondary goal, the fund also seeks to provide current income. Under normal circumstances, the fund invests at least 80% of its net assets in U.S.-traded equity securities of small-capitalization companies. U.S.-traded equity securities may include American Depositary Receipts (ADRs). As of the date of this prospectus, the fund s subadviser considers small-capitalization companies for this purpose to be those companies that, at the time of initial purchase, have market capitalizations generally within the range of companies included in the Russell 2000Index on a rolling three-year basis. On this basis, as of December 31, 2020, the total market capitalization range of companies included in the Russell 2000Index over the past three years was $2.42 million to $16.95 billion. As a result of its investment strategy, the fund may focus its investments in one or more sectors.
Net Asset Value
- 1 Week
- 1 Month
- 3 Months
- 1 Yr Return
- 5 Yr Return
Equity Sector Breakdown
|Asset Type||% Of Allocation|
|Total Net Assets||56.81 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$100|
|Timeframe||Average Annual Current Performance Monthly As Of 11/30/2021||Average Annual Current Performance Quarterly As Of 09/30/2021||Avg Annual Current Performance Monthly As Of 11/30/2021||Avg Annual Current Performance Quarterly As Of 09/30/2021|
|Life Of Fund||
Top 10 Holdings
|Symbol||Company Name||% Of Assets|
|HRC||HILL ROM HOLDINGS INC||4.41%|
|IPG||INTERPUBLIC GROUP CO INC||3.72%|
|POWI||POWER INTEGRATIONS INC||3.69%|
|FCNCA||FIRST CITIZENS BANCSHARES - A||3.61%|
|JEF||JEFFERIES FINANCIAL GROUP IN||3.13%|
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