|Russell Microcap® Growth Index||-14.18||-14.18||2.27||1.41||12.04||-|
|Russell 2000® Growth Index||-9.31||-9.31||7.24||5.13||13.52||7.37|
Seeks long-term capital appreciation by investing in primarily U.S. small cap, emerging companies that have improving fundamentals and reasonable valuations.
|Ex-Date||Total Distribution||Income||Short-term Cap Gains||Long-term Cap Gains|
|Dec 27, 2018||$4.530900||—||$0.448200||$4.082700|
|Dec 13, 2007||$2.750510||—||$0.135430||$2.615080|
|Dec 14, 2006||$2.374850||—||$0.537390||$1.837460|
|Dec 13, 2005||$1.923420||—||$0.232370||$1.691050|
|Dec 14, 2004||$2.172870||—||$0.608810||$1.564060|
|Dec 15, 2003||$1.824000||—||$1.187720||$0.636280|
|Dec 12, 2002||$2.249360||—||$0.254520||$1.994840|
|Dec 12, 2001||$2.697430||—||—||$2.697430|
|Dec 12, 2000||$2.601640||—||—||$2.601640|
|Dec 11, 1998||$0.626000||—||—||$0.626000|
|Dec 5, 1997||$2.615070||—||$1.077260||$1.537810|
|Dec 13, 1996||$2.031950||—||—||$2.031950|
|Dec 29, 1995||$0.336220||—||—||$0.336220|
|Jul 30, 1993||$0.013330||$0.013330||—||—|
|PRGX Global Inc||1.77%|
|Kingstone Cos Inc||1.68%|
|Willdan Group Inc||1.65%|
|Upland Software Inc||1.56%|
|BioSpecifics Technologies Corp||1.48%|
|Vanda Pharmaceuticals Inc||1.44%|
|% in Top 10 Holdings||15.60%|
The Fund invests in small-cap, emerging companies that have improving fundamentals (based on growth criteria such as consensus earnings estimates over time and the company's history in meeting earnings targets) and whose stock the portfolio management team believes to be reasonably valued by the market (based on value criteria such as price-to-earnings ratios and free cash flow relative to enterprise value). Cadence defines "emerging companies" as companies it believes have improving fundamentals; are developing new products or technologies, entering new markets or growing market share within existing markets; and whose stock is reasonably valued by the market. Although emerging companies may potentially be found in any market capitalization, Cadence primarily invests in U.S. companies with smaller market capitalizations, in particular those whose market capitalization is within the range of the Russell Microcap® Index and the Russell 2000® Index. The team subjects the most attractively ranked stocks to an analysis of company factors (such as strength of management, competitive industry position and business prospects) and financial statement data to select approximately 75 to 120 stocks to hold in the Fund. The Fund may also invest in real estate investment trusts (REITs).
Cadence uses a proprietary quantitative model that seeks to invest in high-quality growth investment strategies across the capitalization spectrum.Learn More
The Fund seeks to provide a high level of current income that is exempt from federal income taxes by primarily investing in municipal bonds.
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