The company's strategies are available through separately managed accounts and mutual fund vehicles, including the Aston/TAMRO Diversified Equity and Aston/TAMRO
Small Cap Funds.
We suggest that our clients invest in
small cap funds rather than micro caps," says Robert Pagliarini, a certified financial planner and executive vice president with Allied Consulting Group in Los Angeles.
Investing in
small cap funds will be more volatile and loss of principal could be greater than investing in large cap or more diversified funds.
This reduction in the expense ratio will make the Conestoga
Small Cap Fund even more competitive among similar institutionally-oriented
small cap funds.
These
Small Cap funds are given our highest rating; Zacks #1 Ranked Strong Buys.
0% of
small cap funds with a top half ranking over five years ending June 30, 2001 maintained a top half ranking over the next five years ending June 30, 2006.
One important feature of the Funds is the ability to effect small tilts toward Growth or Value exposures, or to place greater emphasis on Large or
Small Cap funds, while adhering to strict asset allocation parameters for each overall Fund.
We are pleased to offer this new fund, which will enable shareholders to invest in some of the best
small cap funds in the country through one fund and thereby achieve a higher degree of diversification than is otherwise available in a single fund," said Robert Walstad, president of ND Holdings.
The firm recently opened its third Dublin-based regional
small cap fund (US Small Companies Fund), completing its suite of regional
small cap funds resident in Ireland that also include the Pacific Basin Small Companies Fund and the European Small Companies Fund.
Small cap funds may involve considerably more risk than funds investing in larger-cap companies.
The Large Cap Fund is part of the $100 million AFBA 5Star Fund complex, which includes Science & Technology, USA Global, High Yield, Balanced, Mid Cap and
Small Cap Funds.
The Quintara Small Cap Value Fund will be co-managed by the managers of
small cap funds at ICM/Isabelle, Oakmark and Third Avenue/MJ Whitman.
