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This fund aims to achieve long-term growth for its investors. It employs a momentum-driven investment approach, primarily focusing on stocks and other equity-related instruments, such as exchange-traded funds (ETFs), equity index futures, and real estate investment trusts (REITs). These investments target small-capitalization U.S. companies traded on principal U.S. exchanges or the over-the-counter market, specifically those the adviser identifies as exhibiting positive momentum. Under typical market conditions, a minimum of 80% of the fund's net assets—including any funds borrowed for…
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