Small Cap Growth Fund Class Y (SMAYX) Research

Under ordinary conditions, the fund dedicates at least 80% of its combined net assets and any borrowed capital towards investments in common stocks of smaller businesses. Its primary aim is to acquire shares that exhibit significant potential for capital appreciation and business expansion. For this fund's investment strategy, a "small company" is defined as an entity whose market capitalization falls within the range of companies listed in the Russell 2000 Index, as evaluated at the moment of purchase.

Market snapshot

Symbol
SMAYX
Price
$40.97
Day change
+2.07%
Market cap
$306.1M
52-week range
33.04-40.97
Sector
Financial Services
Industry
Asset Management

Peer companies

  • American Century Utilities Fund Investor Class (BULIX)
  • Calamos Long/Short Equity & Dynamic Income Term Trust (CPZ)
  • Heartland Value Plus Fund Insti Class Shs (HNVIX)
  • Heartland Value Plus Fund Investor Class Shs (HRVIX)
  • Martin Currie Emerging Markets Fund Class I (MCEIX)
  • Martin Currie Emerging Markets Fund Class IS (MCEMX)
  • ClearBridge Emerging Markets Fund - Class FI (MEFIX)
  • Small Cap Value Fund Class Y (SPVYX)

Open Small Cap Growth Fund Class Y (SMAYX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.