When I separated the four components of HSWR50CT, I ended up
favoring Small Capitalization stocks.
Not exact matches
The Fund invests in large -
capitalization companies that may underperform other
stock funds (such as funds that focus on
small - and medium -
capitalization companies) when
stocks of large -
capitalization companies are out of
favor.
Still, traditional studies have
favored small capitalization value
stocks.
The fund is also
capitalization weighted, meaning that it will
favor large cap
stocks and give less attention to
small cap names.