Approved List

Small Cap Domestic Stock

The median market cap of these funds varies greatly, but most own companies that have capitalizations of less than $2 billion.  These smaller companies represent 85% of the total number of exchange listed companies, however their total capitalization is less than 10% of the combined stock exchanges.  Risk is inherent in these companies because they rely heavily on revenues from a narrow product base or sell their products to very few customers.

 AVFIX  American Beacon Small Cap Value (PDF)

ARTVX  Artisan Small Cap Value (PDF)

LLSCX  Longleaf Partners Small Cap (PDF)

JISGX  JPMorgan Small Cap Growth (PDF)

BSCFX  Baron Small Cap (PDF)