Morningstar

Lisanti Small Cap Growth Fund ASCGX

Medalist Rating as of Aug 31, 2026 See Lisanti Capital Growth Investment Hub

Strategy

The investment seeks maximum capital appreciation. The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in the equity securities of smaller, lesser-known companies whose stocks are traded in the U.S. markets. It normally invests in companies that the Adviser believes are in an early stage or transitional point in their development and have above average prospects for growth.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
ASCGX	Lisanti Small Cap Growth Fund	No Load	Open			Feb 27, 2004	$14.57M	3.060%	High	$100	−$2.66M

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