Multi-Factor Small Cap Growth FundALWIXShare Class

investment strategy / process

The Allegiant Multi-Factor Small Cap Growth Fund seeks long-term capital appreciation by investing in common stocks of U.S. companies with market caps matching the benchmark^.  Using an analytical process together with fundamental research methods, the team rates the performance potential of companies and buys those stocks that it believes offer the best prospects for superior performance relative to the securities of comparable companies. The portfolio team may choose to invest in initial public offerings (IPO’s), the performance of which is unpredictable and the effect of which may not be duplicated during periods in which the Fund does not invest in IPO’s. 

^The market cap range of the benchmark frequently changes.  As a result, the capitalization of companies in which the Fund invests may also change.

Investment Risk

Investments in small capitalization companies present greater risk of loss than investments in large companies due to greater volatility and less liquidity.

*Sector weightings and top ten holdings are subject to change, for illustrative purposes only and are not a permanent reflection of the fund.
Asset Allocation (%)
Asset Allocation weightings may not total 100%
Sector Weightings (%)*
Portfolio Management
Hitesh C. Patel, Ph.D.
Managing Director, Structured Equity
Paul Kleinaitis, CFA
Senior Portfolio Manager, Structured Equity
Robin C. Roquitte, CFA
Senior Portfolio Manager, Structured Equity
Downloads
Fund Factsheet Prospectus