The fund seeks capital appreciation in the long term by investing in small-size companies in the United States.

The fund manages assets with the help of two sub-advisers namely Lord Abbett & Co. LLC, and Peregrine Capital Management.

The fund prefers a multi-manager investing approach with the aim of reducing volatility and downside risk.

The sub-advisers’ investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental ana

The fund seeks capital appreciation in the long term by investing in small-size companies in the United States.

The fund manages assets with the help of two sub-advisers namely Lord Abbett & Co. LLC, and Peregrine Capital Management.

The fund prefers a multi-manager investing approach with the aim of reducing volatility and downside risk.

The sub-advisers’ investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Lord Abbett utilizes fundamental analysis to look for micro-capitalization companies that appear to have the potential for more rapid growth than the overall economy.

Peregrine seeks to identify companies where the prospects for rapid earnings growth or significant change are not yet recognized by investors, and are therefore not reflected in the current stock price.

Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level.

The fund may invest in U.S. and foreign, including emerging markets, companies.

Foreign companies may be traded on U.S. or non-U.S. securities exchanges, may be denominated in the U.S. dollar or other currencies, and may include American Depositary Receipts.

The fund may also invest in micro-capitalization companies.