FUNDS OVERVIEW
A CULTURE ANCHORED IN FUNDAMENTAL RESEARCH.
Our core competency is crafting portfolios that invest in micro to mid-size companies, and our strategies employ a fundamentally driven, bottom-up research approach to generating alpha. Through our investment process, we strive for early recognition of undervalued or undiscovered growth stocks and seek to optimize appreciation within a framework of disciplined risk management.
| PORTFOLIO | CAPITALIZATION RANGE | STATUS FOR NEW INVESTORS |
|---|---|---|
| SMALL CAP EQUITY - RHJMX | $250 million to $5 billion1 | Open |
| MICRO CAP EQUITY - RHJSX | $50 million to $1 billion1 | Open |
1 Selection universe is tied to the capitalization range of the respective Russell Microcap® and Russell 2000® index each year at time of reconstitution.
Rice Hall James Funds are distributed by SEI Investments Distribution Co.(SIDCO), which is not affiliated with the adviser. Check the background of SIDCO on FINRA's BROKERCHECK
Rice Hall James Funds are available to U.S. investors only and may not be available in all states.
TO DETERMINE IF A FUND IS AN APPROPRIATE INVESTMENT FOR YOU, CAREFULLY CONSIDER THE FUND'S INVESTMENT OBJECTIVES, RISK FACTORS AND CHARGES AND EXPENSE BEFORE INVESTING. THIS AND OTHER INFORMATION CAN BE FOUND IN THE FUND'S PROSPECTUS, WHICH MAY BE OBTAINED BY CLICKING THE LINK ABOVE OR BY CALLING 1-866-474-5669. PLEASE READ IT CAREFULLY BEFORE INVESTING.
Mutual fund investing involves risk including the possible loss of principal. There can be no assurance that the Portfolio will achieve its stated objectives. There are specific risks inherent in small cap investing such as greater share price volatility as compared to other funds that invest in stocks of companies with larger and potentially more stable market capitalizations. Portfolio holdings are subject to change and should not be considered a recommendation to buy individual securities. Current and future holdings are subject to risk.