The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets (including amounts borrowed for investment purposes) in common stock of small capitalization companies that are organized in the United States and the securities of which are principally traded on a major U.S. exchange. It will generally hold between 25 and 35 positions. In addition, the fund may invest in exchange-traded funds ("ETFs"), which are pooled investment vehicles that generally seek to track the performance of specific indices and are traded on exchanges.

Nasdaq

BSCVX

The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities, consisting of common stocks, preferred stocks, convertible securities, warrants and rights, of companies that, at the time of purchase by the fund, the advisor defines as early stage growth companies. In addition to the fund's investments in domestic securities, it may also invest up to 20% of its net assets in sponsored or unsponsored ADRs and equity securities of foreign companies that are traded on U.S. stock exchanges.

BUFOX

The fund normally invests at least 80% of its net assets in equity securities, consisting of common stocks, preferred stocks, convertible preferred stocks, warrants and rights of small capitalization ("small-cap") companies. The adviser defines small-cap companies as those companies, at the time of purchase, with market capitalizations within the range of the Russell 2000 Growth Index.

BUFSX

The investment seeks long-term growth of capital. Under normal market circumstances, the fund invests at least 80% of its net assets in equity securities of small-cap companies. Equity securities include American depositary receipts ("ADRs"), convertible securities, foreign and domestic common and preferred stocks, rights and warrants.

CCASX

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in securities of small companies. It seeks capital appreciation by investing mainly in common stocks of small companies that the Adviser believes have strong long-term fundamentals, superior capital appreciation potential and attractive valuations.

CIPSX

Under normal market circumstances, the fund invests at least 80% of its net assets in equity securities of micro-capitalization companies. Equity securities include common and preferred stocks, both domestic and foreign, convertible securities, rights, warrants and American depositary receipts (“ADRs”). The fund may invest in securities of any market sector and may, from time to time, hold a significant amount of securities of companies within a single sector.

CMCMX

The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities (including, but not limited to, common stocks, preferred stocks and securities convertible into common or preferred stocks) of companies that have market capitalizations in the range of the companies in the Russell 2000 Growth Index (the index) at the time of purchase. It invests typically in common stocks of companies believed to have the potential for long-term, above-average earnings growth but may invest in companies for their short, medium or long-term prospects.

CMSCX

The fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in the common stocks of small cap companies. The advisor defines small cap companies as those companies with market capitalizations not exceeding the highest market capitalization in the Russell 2000 Growth Index during the preceding 12 months. It may invest in companies across all sectors of the economy, but may favor companies in particular sectors or industries at different times.

CSMCX

Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings) in equity securities of small capitalization companies that the fund's investment adviser, CALAMOS ADVISORS LLC ("Calamos Advisors"), believes have sound growth potential. Equity securities in which the fund invests as a part of its principal investment strategy consist of common stocks and American Depositary Receipts ("ADRs").

CTSIX

The fund will invest at least 80% of its net assets (including amounts borrowed for investment purposes) in common stocks of small capitalization U.S. companies. The fund's advisor considers small capitalization companies to be those with market capitalizations that, at the time of initial purchase, have a market capitalization generally within the range of the Russell 2000 Growth Index during the most recent 12-month period. The fund may invest up to 20% of its assets in U.S. dollar denominated securities of issuers based outside of the U.S.

CWSGX

Under normal market conditions, the fund invests at least 80% of its assets (defined as net assets plus borrowing for investment purposes) in small cap companies. The managers define small capitalization companies as those companies whose market capitalizations are equal to or less than the largest company in the Russell 2000 Index during the most recent 12-month period.

DCDGX

Under normal market conditions, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities with small market capitalizations. The fund typically invests in U.S. exchange-listed equity securities, consisting of common stocks, preferred stocks, real estate investment trusts ("REITs"), sponsored and unsponsored American Depositary Receipts ("ADRs") and exchange-traded funds ("ETFs").

DFDSX

The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in securities of issuers with small market capitalization. Its investments primarily consist of equity and equity-related securities, including, without limitation, exchange-traded and over-the-counter common and preferred stocks, U.S. dollar-denominated American Depositary Receipts ("ADRs"), warrants to acquire common stock, securities convertible into common stock and shares of other investment companies (including ETFs and real estate investment trusts ("REITs").

DGISX

The fund uses a growth style of investment in equity securities, including common stocks and other equity securities of issuers. Under normal market conditions, it invests at least 80% of its net assets (plus the amount of borrowings for investment purposes) in the equity securities of U.S. micro-capitalization ("micro-cap") companies. For purposes of the fund, the investment adviser considers a company to be a micro-cap company if it is within the same market capitalization range at the time of investment as those included in the Russell Microcap Growth Index.

DMCRX

The Portfolio, using a market capitalization weighted approach, purchases a broad and diverse group of readily marketable securities of U.S. small cap companies that the Advisor determines to have high profitability and relative prices compared to other U.S. small cap companies at the time of purchase. As a non-fundamental policy, under normal circumstances, it will invest at least 80% of its net assets in securities of small cap U.S. companies.

DSCGX

The fund seeks to achieve its investment objective through investment in publicly-traded equity securities using a disciplined, risk-controlled investment process. Under normal circumstances, the fund will invest at least 80% of its net assets in a diversified portfolio of equity securities of small capitalization companies, with an emphasis on equity securities of U.S. issuers. The manager considers small capitalization companies to be companies within the range of those companies included in the Russell 2000 Index at the time of purchase.

DSCIX

The fund invests primarily in common stocks of growth-oriented companies that its investment manager, Delaware Management Company (Manager) believes have long-term capital appreciation potential and expect to grow faster than the U.S. economy. It invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of small-capitalization companies (80% policy). The fund may invest in both domestic and foreign small-capitalization companies.

DSGGX

The investment seeks capital appreciation. To pursue its goal, the fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in the stocks of small cap companies. The adviser currently considers small cap companies to be those companies with market capitalizations that fall within the range of companies in the Russell 2000 Growth Index, the fund's benchmark index. It is non-diversified.

DSGIX

The fund invests substantially all of its assets in the common stock of companies with smaller market capitalizationsgenerally within the range of companies comprising the Russell 2000 Growth Index. The fund invests in companies that historically have above average earnings or above average sales growth and retention of earnings, often such companies have above average price to earnings ratios.

DTSGX

The fund uses a growth style of investment in equity securities, including common stocks and other equity securities of issuers. Under normal market conditions, it invests at least 80% of its net assets (plus the amount of borrowings for investment purposes) in the equity securities of U.S. small-capitalization ("small cap") companies. The fund may invest in companies with limited or no operating histories.

Performance Analysis

Risk Analysis

Optimization

Factor Model

The Best Small Cap Growth Equities Mutual Funds

Risk vs. Return Scatterplot

Performance Analysis

Risk Analysis

Optimization

Factor Model

Portfolios

Screeners

Community