Description

Under typical market circumstances, the fund's primary objective is to achieve capital appreciation. It pursues this goal by allocating its assets across a diverse range of investments, including both direct purchases of individual securities and holdings in other pooled investment vehicles. These vehicles encompass exchange-traded funds (ETFs), open-end mutual funds, and closed-end funds. The portfolio has the flexibility to incorporate equity securities, either through direct ownership or indirectly via other funds, spanning companies of all market capitalizations. Additionally, the fund may gain indirect exposure to fixed-income instruments covering the entire spectrum of credit qualities.