Bernzott U.S. Small Cap Value Fund (BSCVX) Stock
The fund's primary objective is to achieve substantial long-term capital appreciation for its investors. Under typical market conditions, it commits at least 80% of its total assets (including any funds borrowed for investment purposes) to the equity securities of smaller U.S.-based enterprises.
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About Bernzott U.S. Small Cap Value Fund
The fund's primary objective is to achieve substantial long-term capital appreciation for its investors. Under typical market conditions, it commits at least 80% of its total assets (including any funds borrowed for investment purposes) to the equity securities of smaller U.S.-based enterprises. These companies must be incorporated within the United States, and their shares predominantly trade on major American stock exchanges. The portfolio typically maintains a focused selection, generally comprising 25 to 35 distinct equity holdings. Furthermore, the fund has the option to allocate capital to exchange-traded funds (ETFs), which are pooled investment vehicles designed to track the performance of specific market indices and are openly traded on exchanges.
Bernzott U.S. Small Cap Value Fund (BSCVX) stock trades at $11.36 with a market capitalization of $39.56M. Over the past 52 weeks the stock has ranged between $9.23 and $11.50, and currently trades 1.2% below its 52-week high.