The fund invests primarily in a limited number (generally 40 to 70) of small-capitalization common stocks selected on a value basis. A majority of its assets are generally invested in dividend-paying ...
The Value Plus Strategy was down 0.10% in the fourth quarter, compared with the 3.26% gain for the Russell 2000® Value Index. Health Care represented a significant portion of our Strategy’s negative ...
The Value Plus Fund gained 1.86% in the second quarter, compared with the 4.97% gain for the Russell 2000® Value Index. As fears over tariff-induced demand destruction began to ease in the quarter, ...
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