Seeks long-term capital appreciation by investing in primarily U.S. small cap, emerging companies that have improving fundamentals and reasonable valuations.
Calendar Year Distributions
|Ex-Date||Total Distribution||Income||Short-term Cap Gains||Long-term Cap Gains|
|Dec 16, 2019||$0.005900||—||—||$0.005900|
|Dec 27, 2018||$4.530900||—||$0.448200||$4.082700|
|American Software Inc, Class A||2.08%|
|BioSpecifics Technologies Corp||2.04%|
|Pure Cycle Corp||1.77%|
|Addus Homecare Corp||1.57%|
|John B Sanfilippo & Son Inc||1.52%|
|Castle Biosciences Inc||1.51%|
|York Water Co||1.48%|
|Coherus Biosciences Inc||1.46%|
|Luna Innovations Inc||1.45%|
|% in Top 10 Holdings||16.67%|
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 Capital Management 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 current income, exempt from federal income tax, and capital preservation by primarily investing in a portfolio of high-quality municipal bonds.
Overall Morningstar Rating
Seeks to provide long-term capital appreciation by investing in emerging market companies and developed market companies that have emerging markets revenue exposure.
Overall Morningstar Rating
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