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This prospectus offers shares of the Kalmar "Growth-with-Value" Small Cap Fund. The Fund seeks long-term capital appreciation by investing in small capitalization companies. Using the adviser's purposefully integrated "Growth-with-Value" investment philosophy, the Fund invests in companies which the adviser believes have the potential for significant business growth and capital appreciation, yet whose stocks, at the time of purchase, are trading at undervalued prices in the public trading markets. The adviser believes that its "Growth-with-Value" invesment philosophy of purchasing promising, growing companies that may also be undervalued can result in both lower risk and higher return when compared to many other small company investment strategies.
Please bear in mind that investing in small companies' stocks generally involve higher risk, greater volatility, and less liquidity than those of larger companies. Please read the prospectus carefully before investing, and keep it on file for future reference. It gives important information about this mutual fund, including information on investment policies, risks and fees.
Portfolio CompositionA diversified portfolio of equity securities with market capitalizations and/or company revenues of $3.0 billion or less at the time of the investment.
Minimum InvestmentsThe minimum initial investment required to open an account is $10,000 and subsequent investments must total at least $1,000.
The minimum initial investment for investments by qualified retirement accounts is $1,000 and there is no minimum for subsequent investments.
Distribution ScheduleThe Fund distributes dividends and capital gains on an annual basis.
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