Fund Summary as of

Total net assets
Total number of holdings
Benchmark Russell 2000 Value® Index
Initial minimum investment $1,000
Retirement account minimum: $1,000
Subsequent investment $100

Share Class

Symbol

CUSIP

Inception

Class A

CWSCX

14214M336

4/26/2024

Class C

CWSHX

14214M328

4/26/2024

Class I

CWSIX

16140T509

3/16/2012

Class R-6

CWSWX

14214M310

4/26/2024


The Russell 2000 Value Index is an unmanaged index that measures the performance of those Russell 2000 companies with lower price-to-book ratios and lower forecasted growth values.

London Stock Exchange Group plc and its group undertakings (collectively, the “LSE Group”). © LSE Group 2024. FTSE Russell is a trading name of certain of the LSE Group companies. Russell® is a trade mark of the relevant LSE Group companies and is used by any other LSE Group company under license. All rights in the FTSE Russell indexes or data vest in the relevant LSE Group company which owns the index or the data. Neither LSE Group nor its licensors accept any liability for any errors or omissions in the indexes or data and no party may rely on any indexes or data contained in this communication. No further distribution of data from the LSE Group is permitted without the relevant LSE Group company’s express written consent. The LSE Group does not promote, sponsor, or endorse the content of this communication.

Investors cannot invest directly in an index.