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Small/Mid-Cap
Our Small/Mid Cap Fund focuses on securities
in the Russell 2500 Index. The
portfolio comprises 70 to 90 stocks.
At inception each position is weighted
from 40 basis points to 2.4% with
a 3% maximum exposure. Companies’ market
capitalizations are less than $8
billion.
• Benchmark: Russell 2500 Index
• Inception: April 1, 2005
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