|580 E. Swedesford Rd , Wayne, PA 19087|
|Fund Manager||Team Managed|
Capital appreciation. Under normal circumstances, the Small Cap II Fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities (including common and preferred stocks) of small companies, exchange-traded funds (ETFs) based on small capitalization indexes and securities of real estate investment trusts (REITs). For purposes of this Fund, a small company is a company with a market capitalization in the range of companies in the Russell 2000 Index (between $30 million and $8 billion as of July 31, 2019) at the time of purchase. The market capitalization range and the composition of the Russell 2000 Index are subject to change. The Fund's investments in equity securities may include, to a lesser extent, securities of large capitalization companies.
|Asset Type||% Of Allocation|
|Total Net Assets||434.03 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|
|WCC||WESCO INTL INC||1.00%|
|ACCO||ACCO BRANDS CORP||0.87%|
|CNO||CNO FINANCIAL GROUP INC||0.81%|
|MOD||MODINE MANUFACTURING CO||0.78%|
|CNK||CINEMARK HOLDINGS INC||0.73%|
|SIMO||SILICON MOTION TECHNOLOGY ADR||0.73%|
Join the Action Alerts PLUS Community today!
SpaceX CEO Elon Musk says the company’s Starlink high-speed internet service will come out of beta testing next month.
Whether the news is good or bad, you can take advantage of it if you understand why you're involved in a stock in the first place.
Just because we're in the market's worst month of the year doesn't mean there aren't good investments available.
Parus files a second patent infringement lawsuit against Apple, alleging it infringed on its patents for voice-browsing and device control technology.
Accounts payable software provider AvidXchange on Friday filed for a initial public offering.
Food and Drug Administration's advisory panel on Friday voted to recommend Covid-19 booster shots of the Pfizer vaccine for a limited section of the population.