Small-Cap Fund
Fund Overview
Fund Highlights
- The Small-Cap Fund invests mainly in emerging companies with market values under $3 billion.
- Our fundamental research process looks for opportunities in small companies undiscovered by large investors.
- Jerome L. Dodson has managed the Small-Cap Fund since its inception.
- Small-Cap Fund Fact Sheet
Fund Risks
- The fund invests in common stocks, which represent the lowest position in a company's capital structure. Common stock prices can be volatile and fluctuate based on companies' financial condition and overall market conditions.
- The fund invests in the stocks of smaller companies, which are generally riskier than larger companies, and the fund's share price may be more volatile than funds that invest in larger companies.
portfolio Manager
Jerome L. Dodson
Chairman, President, and Portfolio Manager
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