Company: IDCC
Filing Date: 2025-06-18
Form Type: 11-K
Source: 0001405495-25-000034
Chunk: 9

Company: InterDigital, Inc.
Filing Date: 2025-06-18
Form: 11-K
Chunk 9
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-average level of current income and reasonable long-term capital appreciation. The fund invests mainly in common stocks of mid-size and large companies whose stocks typically pay above-average levels of dividend income and are, in the opinion of the purchasing advisor, undervalued relative to similar stocks.

SMALL/MID-CAP STOCKS :

American Century Mid Cap Value Fund Class R6

The investment seeks long-term capital growth; income is a secondary consideration. Under normal market conditions, the portfolio managers will invest at least 80% of the fund's net assets in medium size companies.

Undiscovered Managers Behavioral Value Fund Class R6

The investment seeks capital appreciation. The fund seeks to achieve its objective by investing in common stocks of U.S. companies that the fund's sub-adviser believes have value characteristics. Such common stocks include, but are not limited to, stocks of small capitalization companies, similar to those that are included in the Russell 2000 Value Index.

BNY Mellon Small/Mid Cap Growth Fund Class I

The investment seeks long-term growth of capital. To pursue its goal, the fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of small-cap and mid-cap U.S. companies.

ClearBridge Small Cap Growth IS Fund

The investment seeks long-term growth of capital. The fund normally invests at least 80% of its assets in equity securities of companies with small market capitalizations and related investments.

Vanguard Small Cap Index I Fund

The investment seeks to track the performance of the CRSP US Small Cap Index that measures the investment return of small-capitalization stocks. The fund advisor employs an indexing investment approach designed to track the performance of the CRSP US Small Cap Index, a broadly diversified index of stocks of small U.S. companies.

Vanguard Real Estate Index Admiral Fund

The investment seeks to provide a high level of income and moderate long-term capital appreciation by tracking the performance of the MSCI US Investable Market Real Estate 25/50 Index that measures the performance of publicly traded equity REITs and other real estate-related investments.

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Carillon Eagle Mid Cap Growth Fund Class R6

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in the equity securities of mid-capitalization companies.

Fidelity Small Cap Growth Fund Class K6

The investment seeks capital appreciation. The