|875 Third Avenue , New York, NY 10022|
|Fund Manager||Peter Barsa|
|Manager Tenure||3 Years 6 Months|
The fund seeks above-average capital appreciation over the long term. The fund invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in common stocks and other equities of small companies throughout the world (companies with market values similar to the smallest 30% of the aggregate market capitalization of the S&P Developed Broad Market Index). As of December 31, 2020, the market capitalization of the smallest 30% of the aggregate market capitalization of the S&P Developed Broad Market Index was between $38.3 million and $21.985 billion.
|Asset Type||% Of Allocation|
|Total Net Assets||164.19 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$1000|
|Timeframe||Average Annual Current Performance Monthly As Of 09/30/2021||Average Annual Current Performance Quarterly As Of 09/30/2021||Avg Annual Current Performance Monthly As Of 09/30/2021||Avg Annual Current Performance Quarterly As Of 09/30/2021|
|Life Of Fund||
|Symbol||Company Name||% Of Assets|
|FOXF||FOX FACTORY HOLDING CORPORAT||1.89%|
|RUSHA||RUSH ENTERPRISES INC CL A||1.79%|
|YETI||YETI HOLDINGS INC||1.78%|
|VRNS||VARONIS SYSTEMS INC||1.62%|
|CASY||CASEY S GENERAL STORES INC||1.54%|
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