本基金擬透過重點投資於投資經理確定為估值偏低的美國中小市值公司股本證券組成的多元化投資組合，以實現其市值投資目標。就此等目的而言，「中小市值公司」指初始投資時市值介乎羅素2500 指數（Russell 2500 Index）最小公司和市值50 億美元或羅素2500 指數最大公司（以較大者為準）之間的公司。正常情況下，預計本基金最少80%的淨資產會投資於此類證券。
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Chief Investment Officer—Small and Mid-Cap Value Equities James MacGregor was appointed Chief Investment Officer of Small and Mid-Cap Value Equities in 2009. From 2009 to 2012, he also served as CIO of Canadian Value Equities. From 2004 to 2009, MacGregor was director of research of Small and Mid-Cap Value Equities, overseeing coverage of companies for the Small-Cap and Small/Mid-Cap Value services. He started as a research analyst covering the banking, energy, industrial commodity, transportation, and aerospace & defense industries for those same services. Prior to joining the firm in 1998, MacGregor was a sell-side research analyst at Morgan Stanley, where he covered US packaging and Canadian paper stocks. He holds a BA in economics from McGill University, an MSc in economics from the London School of Economics and an MBA from the University of Chicago. MacGregor is a CFA charterholder. Location: New York