The Portfolio purchases a broad and diverse group of securities of U.S. companies. It invests in companies of all sizes, with increased exposure to smaller capitalization, lower relative price, and ...

Will Kenton is an expert on the economy and investing laws and regulations. He previously held senior editorial roles at Investopedia and Kapitall Wire and holds a MA in Economics from The New School ...

Caroline Banton has 6+ years of experience as a writer of business and finance articles. She also writes biographies for Story Terrace. Vikki Velasquez is a researcher and writer who has managed, ...

The fund has returned 10.39 percent over the past year, 16.24 percent over the past three years, 11.45 percent over the past five years, and 14.19 percent over the past decade.