Overview
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Asset ClassEquity
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CIFSC CategoryU.S. Small/Mid Cap Equity
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Risk RatingLow
Objectives
This Fund is a U.S. equity fund that invests primarily in equity securities of a concentrated number of small to mid-sized U.S. companies.
Investment Focus
TBD
Performance
Performance data is not available as Series A has not been offered under a prospectus for 12 consecutive months.
Distributions
Annual Distributions
| Record Date | Distribution Date |
|---|---|
| December 30, 2025 | December 31, 2025 |