The investment seeks capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities (both common and preferred stocks) of small companies, including exchange-traded funds (ETFs) based on small capitalization indexes and securities of real estate investment trusts (REITs). For purposes of this fund, a small company is a company with a market capitalization in the range of companies in the Russell 2000 Index, as determined at the time of purchase.