Description

The fund commits a minimum of 80% of its net assets, including any capital borrowed for investment purposes, to equity securities and instruments that share similar economic traits. While primarily focusing on equity securities issued by both U.S. and international companies, the fund limits its foreign securities holdings to a maximum of 25% of its net assets. It has the flexibility to invest in companies of all market capitalization sizes; however, a significant portion of its portfolio typically comprises large-capitalization issuers.