Small Cap Stock Fund

Objective:
The Small Cap Stock fund was developed for investors seeking aggressive long-term capital growth with high volatility, while having a long-term goal (more than 10 years from now).
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The fancy words:
Small-cap companies are defined as having market capitalization's below $1.7 billion USD. Stocks of small companies can provide substantial growth potential but are generally subject to more risk and erratic price movements than larger company stocks. These companies often have limited product lines, markets, financial resources and management teams may lack depth and experience.

• Performance
• Details

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Last Updated: October 3, 2018
Inception Date: April 05, 2000
​Date Funded: August 31, 2009**

---	Fund	S&P 500
YTD	8.77%	10.93%
1 Year	14.30%	17.84%
3 Year*	15.71%	16.78%
5 Year*	11.15%	13.84%
Volatility	15.53%	12.49%

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How this portfolio was created.

1. We identified small-cap growth stocks as those having market capitalizations smaller than $1.7 billion.
2. We determined the average sales and earnings growth projections in a given sector.
3. We screened for stocks with above-average earnings growth and sales projections compared to the sector average.
4. We ranked these small-cap stocks keeping the sector weights comparable to the S&P 500.
5. We equally weighted all stocks in the fund.

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Number of Securities. There are generally 30 securities in this portfolio
Update Frequency: Quarterly.

If the characteristics of the portfolio have changed substantially, the securities included may change. Also, corporate actions, such as a merger, or other events may cause changes to the securities held at any time. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a portfolio has been updated that you place orders to update your holdings.

Past performance is no guarantee of future results.
See how returns are calculated

* Three year and five year returns are annualized.
** Returns reflect model performance from the Inception Date to the Date Funded, and funded performance since the Date Funded, if funded. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a strategy has been updated that you place orders to update your holdings.For information on how the performance is calculated click here. For information on why your performance may differ from the performance posted click here.

Portfolios are managed by jazzWealth and Folio Institutional. Folio Institutional is a FINRA registered broker-dealer, CRD #48015, SEC #52009. jazzWealth and Folio Institutional are unaffiliated entities. ​Performance metrics prior to inception (4/18/2016) of jazzWealth are solely those of Folio Institutional. ​