Adams Harkness Small Cap Growth (ASCGX)
* As of 30-Jun-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.80%|
Performance & Risk
|5y Avg Return:||20.84%|
|Rank in Category (ytd):||89|
|% Rank in Category (ytd):||12.03%|
|Morningstar Risk Rating:||3|
The investment seeks maximum capital appreciation.
The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in the equity securities of smaller, lesser-known companies whose stocks are traded in the U.S. markets, including initial public offerings ("IPOs") of companies. The fund normally invests in companies that AH Lisanti Capital Growth, LLC ("AH Lisanti" or the "Adviser") believes are in an early stage or transitional point in their development and have above average prospects for growth. View More